Perigon Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Perigon Wealth 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	-9,196	Closed	-$598K	–	637
2022 Q1	$598K	Buy	9,196 +22	+0.2%	+$1.07K	0.04%	322
2021 Q4	$421K	Buy	9,174 +423	+5%	+$23.3K	0.03%	380
2021 Q3	$533K	Sell	8,751 -285	-3%	-$17K	0.05%	294
2021 Q2	$482K	Buy	9,036 +526	+6%	+$29.3K	0.04%	315
2021 Q1	$458K	Sell	8,510 -92	-1%	-$6.2K	0.05%	309
2020 Q4	$618K	Buy	8,602 +828	+11%	+$53.8K	0.07%	215
2020 Q3	$486K	Buy	+7,774	New	+$401K	0.07%	227
2020 Q1	–	Sell	-4,195	Closed	-$231K	–	348
2019 Q4	$231K	Buy	+4,195	New	+$208K	0.05%	236

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

Perigon Wealth Management's PLAN Position: Q2 2022 in Review

Perigon Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 9,196 shares — an estimated $598K sold.

Perigon Wealth Management first reported a position in PLAN in Q4 2019 and held it in 8 quarters. The position peaked at $618K in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Perigon Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Perigon Wealth Management sold 9,196 Anaplan, Inc. shares in Q2 2022, an estimated $598K.
Perigon Wealth Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 8 quarters.
Perigon Wealth Management's Anaplan, Inc. position peaked at $618K in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Perigon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.