CAPTRUST Financial Advisors’s Anaplan, Inc. PLAN Stock Holding History

CAPTRUST Financial 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	-427	Closed	-$28K	–	5298
2022 Q1	$28K	Buy	427 +202	+90%	+$9.84K	﹤0.01%	3207
2021 Q4	$10K	Sell	225 -16	-7%	-$882	﹤0.01%	3741
2021 Q3	$15K	Buy	241 +13	+6%	+$774	﹤0.01%	3373
2021 Q2	$12K	Sell	228 -359	-61%	-$20K	﹤0.01%	3468
2021 Q1	$32K	Buy	+587	New	+$39.6K	﹤0.01%	2709

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

CAPTRUST Financial Advisors's PLAN Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 427 shares — an estimated $28K sold.

CAPTRUST Financial Advisors first reported a position in PLAN in Q1 2021 and held it in 5 quarters. The position peaked at $32K in Q1 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

CAPTRUST Financial Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 427 Anaplan, Inc. shares in Q2 2022, an estimated $28K.
CAPTRUST Financial Advisors first reported a position in Anaplan, Inc. in Q1 2021 and held it in 5 quarters.
CAPTRUST Financial Advisors's Anaplan, Inc. position peaked at $32K in Q1 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.