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

Nisa 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	-5,900	Closed	-$384K	–	2560
2022 Q1	$384K	Buy	+5,900	New	+$287K	﹤0.01%	1164
2020 Q1	–	Sell	-100	Closed	-$5K	–	2155
2019 Q4	$5K	Buy	+100	New	+$4.96K	﹤0.01%	1937

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

Nisa Investment Advisors's PLAN Position: Q2 2022 in Review

Nisa Investment Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 5,900 shares — an estimated $384K sold.

Nisa Investment Advisors first reported a position in PLAN in Q4 2019 and held it in 2 quarters. The position peaked at $384K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Nisa Investment Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Nisa Investment Advisors sold 5,900 Anaplan, Inc. shares in Q2 2022, an estimated $384K.
Nisa Investment Advisors first reported a position in Anaplan, Inc. in Q4 2019 and held it in 2 quarters.
Nisa Investment Advisors's Anaplan, Inc. position peaked at $384K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Nisa Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.