Carson Wealth (CWM LLC)
PLAN

Carson Wealth (CWM LLC)’s Anaplan, Inc. PLAN Stock Holding History

Carson Wealth (CWM LLC)’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
-576
Closed -$37K – 4228
2022
Q1 		$37K Buy
576
+159
+38% +$7.75K ﹤0.01% 1759
2021
Q4 		$19K Buy
+417
New +$23K ﹤0.01% 2035
2021
Q2 		$19K Hold
350
– – ﹤0.01% 1824
2021
Q1 		$19K Hold
350
– – ﹤0.01% 1824
2020
Q4 		$19K Hold
350
– – ﹤0.01% 1824
2020
Q3 		$19K Hold
350
– – ﹤0.01% 1824
2020
Q2 		$19K Hold
350
– – ﹤0.01% 1824
2020
Q1 		$19K Hold
350
– – ﹤0.01% 1824
2019
Q4 		$19K Hold
350
– – ﹤0.01% 1824
2019
Q3 		$19K Hold
350
– – ﹤0.01% 1824
2019
Q2 		$19K Hold
350
– – ﹤0.01% 1824
2019
Q1 		$19K Buy
+350
New +$11.8K ﹤0.01% 1824

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PLAN Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 576 shares — an estimated $37K sold.

Carson Wealth (CWM LLC) first reported a position in PLAN in Q1 2019 and held it in 12 quarters. The position peaked at $37K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 576 Anaplan, Inc. shares in Q2 2022, an estimated $37K.
  • Carson Wealth (CWM LLC) first reported a position in Anaplan, Inc. in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Anaplan, Inc. position peaked at $37K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.