MCC
PLAN

Money Concepts Capital’s Anaplan, Inc. PLAN Stock Holding History

Money Concepts Capital’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
-150
Closed -$10K – 2823
2022
Q1 		$10K Buy
+150
New +$7.31K ﹤0.01% 1962

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

Money Concepts Capital's PLAN Position: Q2 2022 in Review

Money Concepts Capital sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 150 shares — an estimated $10K sold.

Money Concepts Capital first reported a position in PLAN in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Money Concepts Capital reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 150 Anaplan, Inc. shares in Q2 2022, an estimated $10K.
  • Money Concepts Capital first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's Anaplan, Inc. position peaked at $10K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.