PFBT
PLAN

Parkside Financial Bank & Trust’s Anaplan, Inc. PLAN Stock Holding History

Parkside Financial Bank & Trust’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
-15
Closed -$1K – 2007
2022
Q1 		$1K Buy
+15
New +$731 ﹤0.01% 1815
2021
Q4 		– Sell
-25
Closed -$2K – 1958
2021
Q3 		$2K Buy
25
+10
+67% +$595 ﹤0.01% 1633
2021
Q2 		$1K Sell
15
-402
-96% -$22.4K ﹤0.01% 1696
2021
Q1 		$22K Buy
417
+90
+28% +$6.07K 0.01% 752
2020
Q4 		$23K Buy
+327
New +$21.3K 0.01% 691
2020
Q1 		– Sell
-338
Closed -$18K – 1725
2019
Q4 		$18K Buy
338
+100
+42% +$4.96K 0.01% 696
2019
Q3 		$11K Buy
238
+118
+98% +$6.4K ﹤0.01% 774
2019
Q2 		$6K Buy
+120
New +$4.96K ﹤0.01% 937

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

Parkside Financial Bank & Trust's PLAN Position: Q2 2022 in Review

Parkside Financial Bank & Trust sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Parkside Financial Bank & Trust first reported a position in PLAN in Q2 2019 and held it in 8 quarters. The position peaked at $23K in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Parkside Financial Bank & Trust reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 15 Anaplan, Inc. shares in Q2 2022, an estimated $1K.
  • Parkside Financial Bank & Trust first reported a position in Anaplan, Inc. in Q2 2019 and held it in 8 quarters.
  • Parkside Financial Bank & Trust's Anaplan, Inc. position peaked at $23K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2022, filed 13 Jul 2022.