Baldwin Wealth Partners’s Anaplan, Inc. PLAN Stock Holding History

Baldwin Wealth Partners’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	-55	Closed	-$4K	–	716
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	622
2021 Q4	$3K	Hold	55	–	–	﹤0.01%	596
2021 Q3	$3K	Hold	55	–	–	﹤0.01%	613
2021 Q2	$3K	Hold	55	–	–	﹤0.01%	620
2021 Q1	$3K	Buy	+55	New	+$3.71K	﹤0.01%	590

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

Baldwin Wealth Partners's PLAN Position: Q2 2022 in Review

Baldwin Wealth Partners sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 55 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in PLAN in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Baldwin Wealth Partners reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 55 Anaplan, Inc. shares in Q2 2022, an estimated $4K.
Baldwin Wealth Partners first reported a position in Anaplan, Inc. in Q1 2021 and held it in 5 quarters.
Baldwin Wealth Partners's Anaplan, Inc. position peaked at $4K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Baldwin Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.