Moneta Group Investment Advisors’s Anaplan, Inc. PLAN Stock Holding History

Moneta Group Investment 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	-5,027	Closed	-$327K	–	508
2022 Q1	$327K	Buy	5,027 +32	+0.6%	+$1.56K	0.01%	348
2021 Q4	$229K	Sell	4,995 -901	-15%	-$49.7K	0.01%	431
2021 Q3	$359K	Buy	5,896 +5	+0.1%	+$298	0.02%	334
2021 Q2	$314K	Sell	5,891 -89	-1%	-$4.95K	0.01%	355
2021 Q1	$322K	Buy	+5,980	New	+$403K	0.02%	315

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

Moneta Group Investment Advisors's PLAN Position: Q2 2022 in Review

Moneta Group Investment Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 5,027 shares — an estimated $327K sold.

Moneta Group Investment Advisors first reported a position in PLAN in Q1 2021 and held it in 5 quarters. The position peaked at $359K in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Moneta Group Investment Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 5,027 Anaplan, Inc. shares in Q2 2022, an estimated $327K.
Moneta Group Investment Advisors first reported a position in Anaplan, Inc. in Q1 2021 and held it in 5 quarters.
Moneta Group Investment Advisors's Anaplan, Inc. position peaked at $359K in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.