IGWM
PLAN

ICA Group Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

ICA Group Wealth Management’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
-5,000
Closed -$317K – 402
2022
Q1 		$317K Buy
+5,000
New +$244K 0.06% 268

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

ICA Group Wealth Management's PLAN Position: Q2 2022 in Review

ICA Group Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 5,000 shares — an estimated $317K sold.

ICA Group Wealth Management first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $317K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • ICA Group Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 5,000 Anaplan, Inc. shares in Q2 2022, an estimated $317K.
  • ICA Group Wealth Management first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • ICA Group Wealth Management's Anaplan, Inc. position peaked at $317K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on ICA Group Wealth Management's 13F filing for Q2 2022, filed 3 Oct 2022.