RTC
PLAN

Riverview Trust Company’s Anaplan, Inc. PLAN Stock Holding History

Riverview Trust Company’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
-313
Closed -$20K – 898
2022
Q1 		$20K Buy
+313
New +$15.2K 0.01% 504

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

Riverview Trust Company's PLAN Position: Q2 2022 in Review

Riverview Trust Company sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 313 shares — an estimated $20K sold.

Riverview Trust Company first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Riverview Trust Company reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Riverview Trust Company sold 313 Anaplan, Inc. shares in Q2 2022, an estimated $20K.
  • Riverview Trust Company first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • Riverview Trust Company's Anaplan, Inc. position peaked at $20K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Riverview Trust Company's 13F filing for Q2 2022, filed 27 Jul 2022.