American Portfolios Advisors’s Anaplan, Inc. PLAN Stock Holding History

American Portfolios Advisors’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	-320	Closed	-$20.8K	–	3661
2022 Q1	$20.8K	Sell	320 -100	-24%	-$4.87K	﹤0.01%	2353
2021 Q4	$19.3K	Hold	420	–	–	﹤0.01%	2348
2021 Q3	$25.6K	Hold	420	–	–	﹤0.01%	2153
2021 Q2	$22.4K	Sell	420 -200	-32%	-$11.1K	﹤0.01%	2171
2021 Q1	$33.4K	Sell	620 -200	-24%	-$13.5K	﹤0.01%	1792
2020 Q4	$58.9K	Buy	820 +400	+95%	+$26K	﹤0.01%	1354
2020 Q3	$26.3K	Hold	420	–	–	﹤0.01%	1576
2020 Q2	$19K	Buy	420 +220	+110%	+$9.21K	﹤0.01%	1661
2020 Q1	$6.05K	Hold	200	–	–	﹤0.01%	2019
2019 Q4	$10.5K	Hold	200	–	–	﹤0.01%	1977
2019 Q3	$9.4K	Hold	200	–	–	﹤0.01%	1949
2019 Q2	$10.1K	Buy	+200	New	+$8.27K	﹤0.01%	1897

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

American Portfolios Advisors's PLAN Position: Q2 2022 in Review

American Portfolios Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 320 shares — an estimated $20.8K sold.

American Portfolios Advisors first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $58.9K in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

American Portfolios Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 320 Anaplan, Inc. shares in Q2 2022, an estimated $20.8K.
American Portfolios Advisors first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
American Portfolios Advisors's Anaplan, Inc. position peaked at $58.9K in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.