Parallel Advisors’s Anaplan, Inc. PLAN Stock Holding History

Parallel 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	-1,284	Closed	-$84K	–	3506
2022 Q1	$84K	Sell	1,284 -242	-16%	-$11.8K	﹤0.01%	1059
2021 Q4	$70K	Buy	1,526 +375	+33%	+$20.7K	﹤0.01%	1162
2021 Q3	$70K	Sell	1,151 -93	-7%	-$5.54K	﹤0.01%	1137
2021 Q2	$66K	Buy	1,244 +95	+8%	+$5.29K	﹤0.01%	1116
2021 Q1	$62K	Buy	1,149 +37	+3%	+$2.5K	﹤0.01%	1093
2020 Q4	$80K	Buy	1,112 +4	+0.4%	+$260	﹤0.01%	899
2020 Q3	$69K	Hold	1,108	–	–	﹤0.01%	930
2020 Q2	$50K	Sell	1,108 -792	-42%	-$33.2K	﹤0.01%	1047
2020 Q1	$57K	Sell	1,900 -500	-21%	-$24.9K	﹤0.01%	889
2019 Q4	$126K	Buy	2,400 +450	+23%	+$22.3K	0.01%	686
2019 Q3	$92K	Buy	1,950 +1,250	+179%	+$67.8K	0.01%	742
2019 Q2	$35K	Buy	+700	New	+$28.9K	﹤0.01%	1043

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

Parallel Advisors's PLAN Position: Q2 2022 in Review

Parallel Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 1,284 shares — an estimated $84K sold.

Parallel Advisors first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $126K in Q4 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Parallel Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Parallel Advisors sold 1,284 Anaplan, Inc. shares in Q2 2022, an estimated $84K.
Parallel Advisors first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
Parallel Advisors's Anaplan, Inc. position peaked at $126K in Q4 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Parallel Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.