Glassman Wealth Services’s Anaplan, Inc. PLAN Stock Holding History

Glassman Wealth Services’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	-65	Closed	-$4K	–	2122
2022 Q1	$4K	Buy	65 +34	+110%	+$1.66K	﹤0.01%	1092
2021 Q4	$1K	Buy	31 +14	+82%	+$772	﹤0.01%	1593
2021 Q3	$1K	Buy	17 +14	+467%	+$833	﹤0.01%	1537
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1732
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1705
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1575
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1556
2020 Q2	$0	Buy	+3	New	+$126	﹤0.01%	1632
2019 Q4	–	Sell	-4	Closed	–	–	1588
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1481
2019 Q2	$0	Buy	+4	New	+$165	﹤0.01%	1471

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

Glassman Wealth Services's PLAN Position: Q2 2022 in Review

Glassman Wealth Services sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 65 shares — an estimated $4K sold.

Glassman Wealth Services first reported a position in PLAN in Q2 2019 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Glassman Wealth Services reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 65 Anaplan, Inc. shares in Q2 2022, an estimated $4K.
Glassman Wealth Services first reported a position in Anaplan, Inc. in Q2 2019 and held it in 10 quarters.
Glassman Wealth Services'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 Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.