Kestra Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

Kestra Advisory Services’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	-3,694	Closed	-$240K	–	2261
2022 Q1	$240K	Buy	+3,694	New	+$180K	﹤0.01%	1730

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

Kestra Advisory Services's PLAN Position: Q2 2022 in Review

Kestra Advisory Services sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 3,694 shares — an estimated $240K sold.

Kestra Advisory Services first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $240K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Kestra Advisory Services reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Kestra Advisory Services sold 3,694 Anaplan, Inc. shares in Q2 2022, an estimated $240K.
Kestra Advisory Services first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
Kestra Advisory Services's Anaplan, Inc. position peaked at $240K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Kestra Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.