HighTower Advisors’s Anaplan, Inc. PLAN Stock Holding History

HighTower 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	-65,033	Closed	-$4.25M	–	3658
2022 Q1	$4.25M	Buy	65,033 +4,104	+7%	+$200K	0.01%	976
2021 Q4	$2.81M	Buy	60,929 +33,128	+119%	+$1.83M	0.01%	1180
2021 Q3	$1.69M	Buy	27,801 +8,862	+47%	+$528K	﹤0.01%	1357
2021 Q2	$1.01M	Buy	+18,939	New	+$1.05M	﹤0.01%	1627
2019 Q4	–	Sell	-11,431	Closed	-$536K	–	2590
2019 Q3	$536K	Sell	11,431 -4,656	-29%	-$253K	﹤0.01%	1475
2019 Q2	$812K	Buy	16,087 +14,537	+938%	+$601K	﹤0.01%	1295
2019 Q1	$61K	Buy	+1,550	New	+$52.2K	﹤0.01%	2108

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

HighTower Advisors's PLAN Position: Q2 2022 in Review

HighTower Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 65,033 shares — an estimated $4.25M sold.

HighTower Advisors first reported a position in PLAN in Q1 2019 and held it in 7 quarters. The position peaked at $4.25M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

HighTower Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
HighTower Advisors sold 65,033 Anaplan, Inc. shares in Q2 2022, an estimated $4.25M.
HighTower Advisors first reported a position in Anaplan, Inc. in Q1 2019 and held it in 7 quarters.
HighTower Advisors's Anaplan, Inc. position peaked at $4.25M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.