Concourse Financial Group Securities’s Anaplan, Inc. PLAN Stock Holding History

Concourse Financial Group Securities’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	-429	Closed	-$28K	–	2342
2022 Q1	$28K	Sell	429 -9,000	-95%	-$438K	﹤0.01%	1376
2021 Q4	$432K	Buy	+9,429	New	+$520K	0.02%	519
2020 Q1	–	Sell	-122	Closed	-$6.08K	–	2361
2019 Q4	$6K	Sell	122 -76	-38%	-$3.77K	﹤0.01%	1594
2019 Q3	$9K	Buy	198 +35	+21%	+$1.9K	﹤0.01%	1193
2019 Q2	$8K	Buy	163 +30	+23%	+$1.24K	﹤0.01%	1589
2019 Q1	$5K	Buy	+133	New	+$4.48K	﹤0.01%	1772

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

Concourse Financial Group Securities's PLAN Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 429 shares — an estimated $28K sold.

Concourse Financial Group Securities first reported a position in PLAN in Q1 2019 and held it in 6 quarters. The position peaked at $432K in Q4 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Concourse Financial Group Securities reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 429 Anaplan, Inc. shares in Q2 2022, an estimated $28K.
Concourse Financial Group Securities first reported a position in Anaplan, Inc. in Q1 2019 and held it in 6 quarters.
Concourse Financial Group Securities's Anaplan, Inc. position peaked at $432K in Q4 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.