Steward Partners Investment Advisory’s Anaplan, Inc. PLAN Stock Holding History

Steward Partners Investment Advisory’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	-15	Closed	-$1K	–	3464
2022 Q1	$1K	Buy	+15	New	+$731	﹤0.01%	3262
2021 Q1	–	Sell	-15	Closed	-$1K	–	3523
2020 Q4	$1K	Buy	+15	New	+$975	﹤0.01%	2843

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's PLAN Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in PLAN in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 15 Anaplan, Inc. shares in Q2 2022, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Anaplan, Inc. in Q4 2020 and held it in 2 quarters.
Steward Partners Investment Advisory's Anaplan, Inc. position peaked at $1K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.