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

Selective 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	-197,146	Closed	-$12.8M	–	843
2022 Q1	$12.8M	Sell	197,146 -2,301	-1%	-$112K	4.65%	5
2021 Q4	$9.14M	Buy	+199,447	New	+$11M	3.73%	9

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

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

Selective Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 197,146 shares — an estimated $12.8M sold.

Selective Wealth Management first reported a position in PLAN in Q4 2021 and held it in 2 quarters. The position peaked at $12.8M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Selective Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 197,146 Anaplan, Inc. shares in Q2 2022, an estimated $12.8M.
Selective Wealth Management first reported a position in Anaplan, Inc. in Q4 2021 and held it in 2 quarters.
Selective Wealth Management's Anaplan, Inc. position peaked at $12.8M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.