Northwestern Mutual Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Northwestern Mutual Wealth Management’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	-7,486	Closed	-$487K	–	3599
2022 Q1	$487K	Hold	7,486	–	–	﹤0.01%	1090
2021 Q4	$343K	Hold	7,486	–	–	﹤0.01%	1237
2021 Q3	$456K	Sell	7,486 -100	-1%	-$5.95K	﹤0.01%	1030
2021 Q2	$404K	Buy	7,586 +230	+3%	+$12.8K	﹤0.01%	1060
2021 Q1	$396K	Hold	7,356	–	–	﹤0.01%	1006
2020 Q4	$529K	Buy	7,356 +7,349	+104,986%	+$478K	﹤0.01%	815
2020 Q3	$0	Hold	7	–	–	﹤0.01%	2730
2020 Q2	$0	Sell	7 -7	-50%	-$293	﹤0.01%	2772
2020 Q1	$0	Buy	+14	New	+$698	﹤0.01%	2827
2019 Q3	–	Sell	-250	Closed	-$13K	–	2756
2019 Q2	$13K	Buy	+250	New	+$10.3K	﹤0.01%	1884

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

Northwestern Mutual Wealth Management's PLAN Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 7,486 shares — an estimated $487K sold.

Northwestern Mutual Wealth Management first reported a position in PLAN in Q2 2019 and held it in 10 quarters. The position peaked at $529K in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Northwestern Mutual Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 7,486 Anaplan, Inc. shares in Q2 2022, an estimated $487K.
Northwestern Mutual Wealth Management first reported a position in Anaplan, Inc. in Q2 2019 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Anaplan, Inc. position peaked at $529K in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.