Allworth Financial’s Anaplan, Inc. PLAN Stock Holding History

Allworth Financial’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	-333	Closed	-$22K	–	2974
2022 Q1	$22K	Buy	+333	New	+$16.2K	﹤0.01%	1232
2021 Q1	–	Sell	-41	Closed	-$3K	–	1657
2020 Q4	$3K	Buy	+41	New	+$2.67K	﹤0.01%	1116

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

Allworth Financial's PLAN Position: Q2 2022 in Review

Allworth Financial sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 333 shares — an estimated $22K sold.

Allworth Financial first reported a position in PLAN in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Allworth Financial reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Allworth Financial sold 333 Anaplan, Inc. shares in Q2 2022, an estimated $22K.
Allworth Financial first reported a position in Anaplan, Inc. in Q4 2020 and held it in 2 quarters.
Allworth Financial's Anaplan, Inc. position peaked at $22K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Allworth Financial's 13F filing for Q2 2022, filed 13 Jul 2022.