Newbridge Financial Services Group’s Anaplan, Inc. PLAN Stock Holding History

Newbridge Financial Services Group’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	-860	Closed	-$56K	–	1582
2022 Q1	$56K	Hold	860	–	–	0.03%	450
2021 Q4	$39K	Buy	860 +170	+25%	+$9.37K	0.02%	542
2021 Q3	$42K	Buy	690 +422	+157%	+$25.1K	0.03%	468
2021 Q2	$14K	Buy	268 +16	+6%	+$890	0.01%	891
2021 Q1	$14K	Sell	252 -19	-7%	-$1.28K	0.01%	802
2020 Q4	$19K	Sell	271 -670	-71%	-$43.6K	0.02%	561
2020 Q3	$59K	Buy	+941	New	+$48.5K	0.06%	290

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

Newbridge Financial Services Group's PLAN Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 860 shares — an estimated $56K sold.

Newbridge Financial Services Group first reported a position in PLAN in Q3 2020 and held it in 7 quarters. The position peaked at $59K in Q3 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Newbridge Financial Services Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 860 Anaplan, Inc. shares in Q2 2022, an estimated $56K.
Newbridge Financial Services Group first reported a position in Anaplan, Inc. in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's Anaplan, Inc. position peaked at $59K in Q3 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.