STA
PLAN

Summit Trail Advisors’s Anaplan, Inc. PLAN Stock Holding History

Summit Trail Advisors’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,721
Closed -$307K – 422
2022
Q1 		$307K Buy
+4,721
New +$307K 0.02% 242