First Trust Advisors
PLAN

First Trust Advisors’s Anaplan, Inc. PLAN Stock Holding History

First Trust 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
-664,951
Closed -$43.3M – 2654
2022
Q1 		$43.3M Sell
664,951
-495,035
-43% -$24.1M 0.04% 530
2021
Q4 		$53.2M Buy
1,159,986
+473,349
+69% +$26.1M 0.05% 483
2021
Q3 		$41.8M Sell
686,637
-78,070
-10% -$4.65M 0.05% 513
2021
Q2 		$40.8M Sell
764,707
-269,907
-26% -$15M 0.04% 517
2021
Q1 		$55.7M Sell
1,034,614
-297,193
-22% -$20M 0.07% 423
2020
Q4 		$95.7M Buy
1,331,807
+456,145
+52% +$29.7M 0.13% 199
2020
Q3 		$54.8M Buy
875,662
+226,918
+35% +$11.7M 0.09% 320
2020
Q2 		$29.4M Sell
648,744
-124,935
-16% -$5.23M 0.05% 451
2020
Q1 		$23.4M Buy
773,679
+362,358
+88% +$18.1M 0.05% 460
2019
Q4 		$21.6M Buy
411,321
+110,999
+37% +$5.51M 0.04% 593
2019
Q3 		$14.1M Sell
300,322
-223,811
-43% -$12.1M 0.03% 714
2019
Q2 		$26.5M Buy
524,133
+419,399
+400% +$17.3M 0.05% 477
2019
Q1 		$4.12M Buy
104,734
+387
+0.4% +$13K 0.01% 1131
2018
Q4 		$2.77M Buy
+104,347
New +$2.58M 0.01% 1289

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

First Trust Advisors's PLAN Position: Q2 2022 in Review

First Trust Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 664,951 shares — an estimated $43.3M sold.

First Trust Advisors first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $95.7M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • First Trust Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • First Trust Advisors sold 664,951 Anaplan, Inc. shares in Q2 2022, an estimated $43.3M.
  • First Trust Advisors first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
  • First Trust Advisors's Anaplan, Inc. position peaked at $95.7M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on First Trust Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.