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PLAN

Nuveen’s Anaplan, Inc. PLAN Stock Holding History

Nuveen’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
2021
Q3 		– Sell
-74,200
Closed -$4K – 3463
2021
Q2 		$4K Sell
74,200
-2,000
-3% -$111K ﹤0.01% 3344
2021
Q1 		$112K Buy
+76,200
New +$5.14M ﹤0.01% 3279

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nuveen's PLAN Position: Q2 2022 in Review

Nuveen sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 561,613 shares — an estimated $36.3M sold.

Nuveen first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $197M in Q2 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Nuveen reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Nuveen sold 561,613 Anaplan, Inc. shares in Q2 2022, an estimated $36.3M.
  • Nuveen first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
  • Nuveen's Anaplan, Inc. position peaked at $197M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Nuveen's 13F filing for Q2 2022, filed 15 Aug 2022.