TCI Wealth Advisors’s Anaplan, Inc. PLAN Stock Holding History

TCI Wealth Advisors’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	-132	Closed	-$9K	–	2631
2022 Q1	$9K	Sell	132 -15	-10%	-$731	﹤0.01%	1217
2021 Q4	$7K	Hold	147	–	–	﹤0.01%	1486
2021 Q3	$9K	Buy	147 +15	+11%	+$893	﹤0.01%	1212
2021 Q2	$7K	Hold	132	–	–	﹤0.01%	1262
2021 Q1	$7K	Hold	132	–	–	﹤0.01%	1103
2020 Q4	$9K	Hold	132	–	–	﹤0.01%	696
2020 Q3	$8K	Hold	132	–	–	﹤0.01%	656
2020 Q2	$6K	Buy	132 +29	+28%	+$1.21K	﹤0.01%	713
2020 Q1	$3K	Buy	+103	New	+$5.14K	﹤0.01%	948
2019 Q4	–	Sell	-29	Closed	-$1K	–	1727
2019 Q3	$1K	Buy	+29	New	+$1.57K	﹤0.01%	1439

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

TCI Wealth Advisors's PLAN Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 132 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in PLAN in Q3 2019 and held it in 10 quarters. The position peaked at $9K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

TCI Wealth Advisors reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 132 Anaplan, Inc. shares in Q2 2022, an estimated $9K.
TCI Wealth Advisors first reported a position in Anaplan, Inc. in Q3 2019 and held it in 10 quarters.
TCI Wealth Advisors's Anaplan, Inc. position peaked at $9K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.