Envestnet Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Envestnet Asset Management’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	-15,590	Closed	-$1.01M	–	4128
2022 Q1	$1.01M	Sell	15,590 -21,844	-58%	-$1.06M	﹤0.01%	2651
2021 Q4	$1.72M	Buy	37,434 +22,673	+154%	+$1.25M	﹤0.01%	2278
2021 Q3	$899K	Buy	14,761 +4,697	+47%	+$280K	﹤0.01%	2621
2021 Q2	$536K	Buy	10,064 +4,911	+95%	+$273K	﹤0.01%	2938
2021 Q1	$277K	Buy	5,153 +1,961	+61%	+$132K	﹤0.01%	3177
2020 Q4	$229K	Buy	+3,192	New	+$208K	﹤0.01%	3066
2019 Q3	–	Sell	-5,002	Closed	-$252K	–	3190
2019 Q2	$252K	Buy	+5,002	New	+$207K	﹤0.01%	2783

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

Envestnet Asset Management's PLAN Position: Q2 2022 in Review

Envestnet Asset Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 15,590 shares — an estimated $1.01M sold.

Envestnet Asset Management first reported a position in PLAN in Q2 2019 and held it in 7 quarters. The position peaked at $1.72M in Q4 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Envestnet Asset Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Envestnet Asset Management sold 15,590 Anaplan, Inc. shares in Q2 2022, an estimated $1.01M.
Envestnet Asset Management first reported a position in Anaplan, Inc. in Q2 2019 and held it in 7 quarters.
Envestnet Asset Management's Anaplan, Inc. position peaked at $1.72M in Q4 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.