Ameriprise
PLAN

Ameriprise’s Anaplan, Inc. PLAN Stock Holding History

Ameriprise’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
-102,418
Closed -$6.66M – 4040
2022
Q1 		$6.66M Buy
102,418
+45,700
+81% +$2.23M ﹤0.01% 2235
2021
Q4 		$2.6M Sell
56,718
-5,239
-8% -$289K ﹤0.01% 2845
2021
Q3 		$3.77M Sell
61,957
-17,059
-22% -$1.02M ﹤0.01% 2570
2021
Q2 		$4.21M Sell
79,016
-1,326,829
-94% -$73.8M ﹤0.01% 2571
2021
Q1 		$75.7M Buy
1,405,845
+150,581
+12% +$10.2M 0.03% 601
2020
Q4 		$90.2M Buy
1,255,264
+362,213
+41% +$23.6M 0.03% 508
2020
Q3 		$55.9M Buy
893,051
+211,912
+31% +$10.9M 0.02% 595
2020
Q2 		$30.9M Buy
681,139
+605,684
+803% +$25.4M 0.01% 828
2020
Q1 		$2.28M Sell
75,455
-19,262
-20% -$961K ﹤0.01% 2404
2019
Q4 		$4.96M Sell
94,717
-799,336
-89% -$39.7M ﹤0.01% 2234
2019
Q3 		$42M Buy
894,053
+16,413
+2% +$891K 0.02% 744
2019
Q2 		$44.3M Buy
877,640
+461,916
+111% +$19.1M 0.02% 729
2019
Q1 		$16.4M Buy
415,724
+57,438
+16% +$1.93M 0.01% 1281
2018
Q4 		$9.51M Buy
+358,286
New +$8.86M ﹤0.01% 1640

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ameriprise's PLAN Position: Q2 2022 in Review

Ameriprise sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 102,418 shares — an estimated $6.66M sold.

Ameriprise first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $90.2M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Ameriprise reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Ameriprise sold 102,418 Anaplan, Inc. shares in Q2 2022, an estimated $6.66M.
  • Ameriprise first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
  • Ameriprise's Anaplan, Inc. position peaked at $90.2M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Ameriprise's 13F filing for Q2 2022, filed 15 Aug 2022.