Rockefeller Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Rockefeller Capital 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	-113	Closed	-$7K	–	4550
2022 Q1	$7K	Buy	+113	New	+$5.5K	﹤0.01%	3248
2021 Q3	–	Sell	-1,000	Closed	-$53K	–	3932
2021 Q2	$53K	Buy	+1,000	New	+$55.6K	﹤0.01%	2053
2020 Q1	–	Sell	-46	Closed	-$2K	–	2529
2019 Q4	$2K	Buy	+46	New	+$2.28K	﹤0.01%	1947

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

Rockefeller Capital Management's PLAN Position: Q2 2022 in Review

Rockefeller Capital Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 113 shares — an estimated $7K sold.

Rockefeller Capital Management first reported a position in PLAN in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q2 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Rockefeller Capital Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Rockefeller Capital Management sold 113 Anaplan, Inc. shares in Q2 2022, an estimated $7K.
Rockefeller Capital Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 3 quarters.
Rockefeller Capital Management's Anaplan, Inc. position peaked at $53K in Q2 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Rockefeller Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.