Advisory Services Network’s Anaplan, Inc. PLAN Stock Holding History

Advisory Services Network’s Portfolio PLAN Stock Details PLAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,624	Closed	-$236K	–	1538
2022 Q1	$236K	Sell	3,624 -868	-19%	-$42.3K	0.01%	1269
2021 Q4	$206K	Sell	4,492 -134	-3%	-$7.39K	0.01%	1291
2021 Q3	$282K	Buy	4,626 +48	+1%	+$2.86K	0.01%	1131
2021 Q2	$244K	Sell	4,578 -462	-9%	-$25.7K	0.01%	1176
2021 Q1	$271K	Buy	5,040 +146	+3%	+$9.85K	0.01%	1074
2020 Q4	$352K	Buy	4,894 +4,376	+845%	+$285K	0.01%	874
2020 Q3	$32K	Buy	+518	New	+$26.7K	﹤0.01%	1826
2020 Q2	–	Sell	-2,167	Closed	-$66K	–	2995
2020 Q1	$66K	Buy	2,167 +240	+12%	+$12K	﹤0.01%	1250
2019 Q4	$101K	Sell	1,927 -2,467	-56%	-$122K	0.01%	1165
2019 Q3	$222K	Hold	4,394	–	–	0.01%	796
2019 Q2	$222K	Buy	4,394 +3,394	+339%	+$140K	0.01%	794
2019 Q1	$39K	Buy	+1,000	New	+$33.7K	﹤0.01%	1340

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisory Services Network's PLAN Position: Q2 2022 in Review

Advisory Services Network sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 3,624 shares — an estimated $236K sold.

Advisory Services Network first reported a position in PLAN in Q1 2019 and held it in 12 quarters. The position peaked at $352K in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Advisory Services Network reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Advisory Services Network sold 3,624 Anaplan, Inc. shares in Q2 2022, an estimated $236K.
Advisory Services Network first reported a position in Anaplan, Inc. in Q1 2019 and held it in 12 quarters.
Advisory Services Network's Anaplan, Inc. position peaked at $352K in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Advisory Services Network's 13F filing for Q2 2022, filed 2 Aug 2022.