JP Morgan Private Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

JP Morgan Private Wealth 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	-3,402	Closed	-$221K	–	2062
2022 Q1	$221K	Buy	+3,402	New	+$166K	﹤0.01%	1874
2021 Q3	–	Sell	-4,723	Closed	-$252K	–	2005
2021 Q2	$252K	Buy	+4,723	New	+$263K	﹤0.01%	1737
2021 Q1	–	Sell	-4,660	Closed	-$335K	–	1815
2020 Q4	$335K	Sell	4,660 -99	-2%	-$6.44K	﹤0.01%	1460
2020 Q3	$298K	Buy	4,759 +109	+2%	+$5.62K	﹤0.01%	1366
2020 Q2	$211K	Sell	4,650 -4,500	-49%	-$188K	﹤0.01%	1446
2020 Q1	$277K	Sell	9,150 -2,150	-19%	-$107K	﹤0.01%	1164
2019 Q4	$592K	Sell	11,300 -1,000	-8%	-$49.6K	﹤0.01%	983
2019 Q3	$578K	Buy	+12,300	New	+$668K	﹤0.01%	952

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

JP Morgan Private Wealth Advisors's PLAN Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 3,402 shares — an estimated $221K sold.

JP Morgan Private Wealth Advisors first reported a position in PLAN in Q3 2019 and held it in 8 quarters. The position peaked at $592K in Q4 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,402 Anaplan, Inc. shares in Q2 2022, an estimated $221K.
JP Morgan Private Wealth Advisors first reported a position in Anaplan, Inc. in Q3 2019 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Anaplan, Inc. position peaked at $592K in Q4 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.