Clearstead Advisors’s Anaplan, Inc. PLAN Stock Holding History

Clearstead Advisors’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	-210	Closed	-$14K	–	1505
2022 Q1	$14K	Buy	210 +100	+91%	+$4.87K	﹤0.01%	938
2021 Q4	$5K	Buy	110 +100	+1,000%	+$5.51K	﹤0.01%	1011
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1275
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1240
2021 Q1	$1K	Buy	+10	New	+$674	﹤0.01%	1106

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

Clearstead Advisors's PLAN Position: Q2 2022 in Review

Clearstead Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 210 shares — an estimated $14K sold.

Clearstead Advisors first reported a position in PLAN in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Clearstead Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 210 Anaplan, Inc. shares in Q2 2022, an estimated $14K.
Clearstead Advisors first reported a position in Anaplan, Inc. in Q1 2021 and held it in 5 quarters.
Clearstead Advisors's Anaplan, Inc. position peaked at $14K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.