Wintrust Investments’s Anaplan, Inc. PLAN Stock Holding History

Wintrust Investments’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	-7,700	Closed	-$501K	–	423
2022 Q1	$501K	Hold	7,700	–	–	0.05%	250
2021 Q4	$353K	Buy	+7,700	New	+$425K	0.03%	316
2021 Q3	–	Sell	-7,700	Closed	-$410K	–	426
2021 Q2	$410K	Hold	7,700	–	–	0.04%	286
2021 Q1	$415K	Buy	+7,700	New	+$519K	0.04%	279
2020 Q4	–	Sell	-7,700	Closed	-$482K	–	362
2020 Q3	$482K	Hold	7,700	–	–	0.07%	206
2020 Q2	$349K	Buy	+7,700	New	+$322K	0.05%	249

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

Wintrust Investments's PLAN Position: Q2 2022 in Review

Wintrust Investments sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 7,700 shares — an estimated $501K sold.

Wintrust Investments first reported a position in PLAN in Q2 2020 and held it in 6 quarters. The position peaked at $501K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Wintrust Investments reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Wintrust Investments sold 7,700 Anaplan, Inc. shares in Q2 2022, an estimated $501K.
Wintrust Investments first reported a position in Anaplan, Inc. in Q2 2020 and held it in 6 quarters.
Wintrust Investments's Anaplan, Inc. position peaked at $501K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Wintrust Investments's 13F filing for Q2 2022, filed 15 Aug 2022.