Global Retirement Partners’s Anaplan, Inc. PLAN Stock Holding History

Global Retirement 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	-10	Closed	-$1K	–	2959
2022 Q1	$1K	Buy	+10	New	+$487	﹤0.01%	2604
2021 Q4	–	Sell	-532	Closed	-$32K	–	2002
2021 Q3	$32K	Buy	532 +103	+24%	+$6.13K	﹤0.01%	1024
2021 Q2	$23K	Buy	429 +132	+44%	+$7.34K	﹤0.01%	1152
2021 Q1	$16K	Buy	297 +13	+5%	+$877	﹤0.01%	1180
2020 Q4	$20K	Buy	284 +17	+6%	+$1.1K	﹤0.01%	1039
2020 Q3	$17K	Hold	267	–	–	﹤0.01%	985
2020 Q2	$12K	Hold	267	–	–	﹤0.01%	1075
2020 Q1	$8K	Buy	+267	New	+$13.3K	﹤0.01%	1118

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

Global Retirement Partners's PLAN Position: Q2 2022 in Review

Global Retirement Partners sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in PLAN in Q1 2020 and held it in 8 quarters. The position peaked at $32K in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Global Retirement Partners reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Global Retirement Partners sold 10 Anaplan, Inc. shares in Q2 2022, an estimated $1K.
Global Retirement Partners first reported a position in Anaplan, Inc. in Q1 2020 and held it in 8 quarters.
Global Retirement Partners's Anaplan, Inc. position peaked at $32K in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Global Retirement Partners's 13F filing for Q2 2022, filed 15 Jul 2022.