Wells Fargo’s Anaplan, Inc. PLAN Stock Holding History

Wells Fargo’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	-15,368	Closed	-$1M	–	7977
2022 Q1	$1M	Sell	15,368 -96,295	-86%	-$4.69M	﹤0.01%	3891
2021 Q4	$5.12M	Sell	111,663 -98,946	-47%	-$5.46M	﹤0.01%	2553
2021 Q3	$12.8M	Sell	210,609 -27,056	-11%	-$1.61M	﹤0.01%	2005
2021 Q2	$12.7M	Buy	237,665 +68,562	+41%	+$3.82M	﹤0.01%	2041
2021 Q1	$9.11M	Sell	169,103 -399,293	-70%	-$26.9M	﹤0.01%	2281
2020 Q4	$40.8M	Sell	568,396 -404,041	-42%	-$26.3M	0.01%	1097
2020 Q3	$60.9M	Sell	972,437 -309,667	-24%	-$16M	0.02%	781
2020 Q2	$58.1M	Sell	1,282,104 -176,978	-12%	-$7.41M	0.02%	788
2020 Q1	$44.2M	Buy	1,459,082 +869,121	+147%	+$43.3M	0.02%	827
2019 Q4	$30.9M	Buy	589,961 +102,465	+21%	+$5.08M	0.01%	1193
2019 Q3	$22.9M	Sell	487,496 -200,340	-29%	-$10.9M	0.01%	1363
2019 Q2	$34.7M	Sell	687,836 -40,373	-6%	-$1.67M	0.01%	1131
2019 Q1	$28.7M	Buy	728,209 +101,832	+16%	+$3.43M	0.01%	1218
2018 Q4	$16.6M	Buy	+626,377	New	+$15.5M	0.01%	1489

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

Wells Fargo's PLAN Position: Q2 2022 in Review

Wells Fargo sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 15,368 shares — an estimated $1M sold.

Wells Fargo first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $60.9M in Q3 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Wells Fargo reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Wells Fargo sold 15,368 Anaplan, Inc. shares in Q2 2022, an estimated $1M.
Wells Fargo first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
Wells Fargo's Anaplan, Inc. position peaked at $60.9M in Q3 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Wells Fargo's 13F filing for Q2 2022, filed 12 Aug 2022.