PFGIA
PLAN

Patriot Financial Group Insurance Agency’s Anaplan, Inc. PLAN Stock Holding History

Patriot Financial Group Insurance Agency’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
-34
Closed -$2K – 2234
2022
Q1 		$2K Sell
34
-124
-78% -$6.04K ﹤0.01% 1903
2021
Q4 		$7K Buy
158
+4
+3% +$221 ﹤0.01% 1633
2021
Q3 		$9K Buy
154
+23
+18% +$1.37K ﹤0.01% 1535
2021
Q2 		$7K Hold
131
– – ﹤0.01% 1572
2021
Q1 		$7K Hold
131
– – ﹤0.01% 1488
2020
Q4 		$9K Hold
131
– – ﹤0.01% 1279
2020
Q3 		$8K Hold
131
– – ﹤0.01% 1117
2020
Q2 		$6K Hold
131
– – ﹤0.01% 1152
2020
Q1 		$4K Buy
+131
New +$6.53K ﹤0.01% 1166

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PLAN Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 34 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in PLAN in Q1 2020 and held it in 9 quarters. The position peaked at $9K in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 34 Anaplan, Inc. shares in Q2 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Anaplan, Inc. in Q1 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Anaplan, Inc. position peaked at $9K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.