WhitTier Trust Company’s Anaplan, Inc. PLAN Stock Holding History

WhitTier Trust Company’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	-17,906	Closed	-$1.17M	–	1205
2022 Q1	$1.17M	Hold	17,906	–	–	0.04%	266
2021 Q4	$821K	Hold	17,906	–	–	0.03%	300
2021 Q3	$1.09M	Hold	17,906	–	–	0.04%	256
2021 Q2	$954K	Buy	17,906 +12,942	+261%	+$720K	0.04%	272
2021 Q1	$267K	Sell	4,964 -49	-1%	-$3.31K	0.01%	406
2020 Q4	$360K	Sell	5,013 -612	-11%	-$39.8K	0.02%	359
2020 Q3	$352K	Hold	5,625	–	–	0.02%	347
2020 Q2	$255K	Buy	5,625 +438	+8%	+$18.3K	0.02%	373
2020 Q1	$157K	Sell	5,187 -1,476	-22%	-$73.6K	0.01%	411
2019 Q4	$349K	Buy	6,663 +1,406	+27%	+$69.8K	0.02%	342
2019 Q3	$247K	Buy	5,257 +4,101	+355%	+$223K	0.02%	379
2019 Q2	$58K	Buy	+1,156	New	+$47.8K	﹤0.01%	566

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

WhitTier Trust Company's PLAN Position: Q2 2022 in Review

WhitTier Trust Company sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 17,906 shares — an estimated $1.17M sold.

WhitTier Trust Company first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $1.17M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

WhitTier Trust Company reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
WhitTier Trust Company sold 17,906 Anaplan, Inc. shares in Q2 2022, an estimated $1.17M.
WhitTier Trust Company first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
WhitTier Trust Company's Anaplan, Inc. position peaked at $1.17M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.