IA
PLAN

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

IFP 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
Q4 		– Sell
-8
Closed -$1K – 4954
2022
Q3 		$1K Hold
8
– – ﹤0.01% 4760
2022
Q2 		$1K Hold
8
– – ﹤0.01% 4527
2022
Q1 		$1K Sell
8
-506
-98% -$24.6K ﹤0.01% 4525
2021
Q4 		$24K Sell
514
-1,185
-70% -$65.3K ﹤0.01% 1879
2021
Q3 		$104K Buy
1,699
+1,696
+56,533% +$101K ﹤0.01% 1286
2021
Q2 		$0 Buy
+3
New +$167 ﹤0.01% 3311
2021
Q1 		– Sell
-1,425
Closed -$96.1K – 3299
2020
Q4 		$102K Buy
+1,425
New +$92.7K ﹤0.01% 1130

IFP Advisors's PLAN Position: Q4 2022 in Review

IFP Advisors sold out of Anaplan, Inc. (PLAN) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

IFP Advisors first reported a position in PLAN in Q4 2020 and held it in 7 quarters. The position peaked at $104K in Q3 2021. 0 funds tracked by Wall St. Rank hold PLAN as of Q4 2022.

  • IFP Advisors reported no remaining Anaplan, Inc. position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 8 Anaplan, Inc. shares in Q4 2022, an estimated $1K.
  • IFP Advisors first reported a position in Anaplan, Inc. in Q4 2020 and held it in 7 quarters.
  • IFP Advisors's Anaplan, Inc. position peaked at $104K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.