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

Spire 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	-334	Closed	-$22K	–	2881
2022 Q1	$22K	Sell	334 -213	-39%	-$10.4K	﹤0.01%	1782
2021 Q4	$25K	Buy	547 +18	+3%	+$992	﹤0.01%	2048
2021 Q3	$32K	Hold	529	–	–	﹤0.01%	1665
2021 Q2	$28K	Buy	529 +15	+3%	+$835	﹤0.01%	1739
2021 Q1	$28K	Buy	+514	New	+$34.7K	﹤0.01%	2014

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

Spire Wealth Management's PLAN Position: Q2 2022 in Review

Spire Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 334 shares — an estimated $22K sold.

Spire Wealth Management first reported a position in PLAN in Q1 2021 and held it in 5 quarters. The position peaked at $32K in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Spire Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 334 Anaplan, Inc. shares in Q2 2022, an estimated $22K.
Spire Wealth Management first reported a position in Anaplan, Inc. in Q1 2021 and held it in 5 quarters.
Spire Wealth Management'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 Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.