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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-50
Closed -$8K 3776
2021
Q4
$8K Sell
50
-750
-94% -$41.4K ﹤0.01% 3178
2021
Q3
$1K Buy
+800
New +$47.6K ﹤0.01% 3162
2019
Q2
Sell
-13,000
Closed -$32K 2555
2019
Q1
$32K Buy
+13,000
New +$438K ﹤0.01% 2153

Other funds holding PLAN

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.