T
PLAN

TCWP’s Anaplan, Inc. PLAN Stock Holding History

TCWP’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
-27
Closed -$1K – 1964
2022
Q1 		$1K Buy
+27
New +$1.31K ﹤0.01% 1696

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

TCWP's PLAN Position: Q2 2022 in Review

TCWP sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.

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

  • TCWP reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 27 Anaplan, Inc. shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Anaplan, Inc. in Q1 2022 and held it in 1 quarter.
  • TCWP's Anaplan, Inc. position peaked at $1K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.