SignatureFD’s Anaplan, Inc. PLAN Stock Holding History

SignatureFD’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	-424	Closed	-$28K	–	3443
2022 Q1	$28K	Buy	424 +16	+4%	+$779	﹤0.01%	1681
2021 Q4	$19K	Buy	408 +16	+4%	+$882	﹤0.01%	1821
2021 Q3	$24K	Buy	392 +108	+38%	+$6.43K	﹤0.01%	1681
2021 Q2	$15K	Buy	284 +196	+223%	+$10.9K	﹤0.01%	1852
2021 Q1	$5K	Hold	88	–	–	﹤0.01%	2191
2020 Q4	$6K	Sell	88 -10	-10%	-$650	﹤0.01%	1928
2020 Q3	$6K	Buy	98 +17	+21%	+$876	﹤0.01%	1861
2020 Q2	$4K	Buy	+81	New	+$3.39K	﹤0.01%	1929

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

SignatureFD's PLAN Position: Q2 2022 in Review

SignatureFD sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 424 shares — an estimated $28K sold.

SignatureFD first reported a position in PLAN in Q2 2020 and held it in 8 quarters. The position peaked at $28K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

SignatureFD reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
SignatureFD sold 424 Anaplan, Inc. shares in Q2 2022, an estimated $28K.
SignatureFD first reported a position in Anaplan, Inc. in Q2 2020 and held it in 8 quarters.
SignatureFD's Anaplan, Inc. position peaked at $28K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on SignatureFD's 13F filing for Q2 2022, filed 10 Aug 2022.