Accel Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Accel Wealth Management’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	-340	Closed	-$22K	–	1078
2022 Q1	$22K	Hold	340	–	–	0.01%	542
2021 Q4	$16K	Hold	340	–	–	0.01%	618
2021 Q3	$21K	Buy	340 +140	+70%	+$8.33K	0.01%	495
2021 Q2	$11K	Buy	+200	New	+$11.1K	0.01%	685

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

Accel Wealth Management's PLAN Position: Q2 2022 in Review

Accel Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 340 shares — an estimated $22K sold.

Accel Wealth Management first reported a position in PLAN in Q2 2021 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Accel Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Accel Wealth Management sold 340 Anaplan, Inc. shares in Q2 2022, an estimated $22K.
Accel Wealth Management first reported a position in Anaplan, Inc. in Q2 2021 and held it in 4 quarters.
Accel Wealth Management's Anaplan, Inc. position peaked at $22K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.