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PLAN

Austin Private Wealth’s Anaplan, Inc. PLAN Stock Holding History

Austin Private Wealth’s Portfolio PLAN Stock Details PLAN Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$453K Sell
2020
Q1 		$393K Sell
2019
Q4 		$734K Buy