Osaic Holdings’s Anaplan, Inc. PLAN Stock Holding History

Osaic Holdings’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	-9,654	Closed	-$629K	–	7819
2022 Q1	$629K	Sell	9,654 -4,248	-31%	-$207K	﹤0.01%	3003
2021 Q4	$638K	Sell	13,902 -7,766	-36%	-$428K	﹤0.01%	2826
2021 Q3	$1.32M	Buy	21,668 +1,991	+10%	+$119K	﹤0.01%	2086
2021 Q2	$1.05M	Buy	19,677 +1,633	+9%	+$90.9K	﹤0.01%	2312
2021 Q1	$972K	Sell	18,044 -9,969	-36%	-$672K	﹤0.01%	2255
2020 Q4	$2.01M	Buy	28,013 +8,776	+46%	+$571K	0.01%	1441
2020 Q3	$1.2M	Buy	19,237 +6,337	+49%	+$327K	﹤0.01%	1679
2020 Q2	$585K	Sell	12,900 -4,212	-25%	-$176K	﹤0.01%	2193
2020 Q1	$517K	Buy	+17,112	New	+$853K	﹤0.01%	2062

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

Osaic Holdings's PLAN Position: Q2 2022 in Review

Osaic Holdings sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 9,654 shares — an estimated $629K sold.

Osaic Holdings first reported a position in PLAN in Q1 2020 and held it in 9 quarters. The position peaked at $2.01M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Osaic Holdings reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Osaic Holdings sold 9,654 Anaplan, Inc. shares in Q2 2022, an estimated $629K.
Osaic Holdings first reported a position in Anaplan, Inc. in Q1 2020 and held it in 9 quarters.
Osaic Holdings's Anaplan, Inc. position peaked at $2.01M in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.