Oppenheimer Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Oppenheimer Asset 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	-3,714	Closed	-$242K	–	1241
2022 Q1	$242K	Buy	+3,714	New	+$181K	﹤0.01%	1078

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

Oppenheimer Asset Management's PLAN Position: Q2 2022 in Review

Oppenheimer Asset Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 3,714 shares — an estimated $242K sold.

Oppenheimer Asset Management first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $242K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Oppenheimer Asset Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Oppenheimer Asset Management sold 3,714 Anaplan, Inc. shares in Q2 2022, an estimated $242K.
Oppenheimer Asset Management first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
Oppenheimer Asset Management's Anaplan, Inc. position peaked at $242K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Oppenheimer Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.