Vanguard Personalized Indexing Management’s Anaplan, Inc. PLAN Stock Holding History

Vanguard Personalized Indexing 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	-12,835	Closed	-$835K	–	1349
2022 Q1	$835K	Buy	+12,835	New	+$625K	0.04%	558
2021 Q4	–	Sell	-9,675	Closed	-$589K	–	1127
2021 Q3	$589K	Buy	+9,675	New	+$576K	0.05%	437

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

Vanguard Personalized Indexing Management's PLAN Position: Q2 2022 in Review

Vanguard Personalized Indexing Management sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 12,835 shares — an estimated $835K sold.

Vanguard Personalized Indexing Management first reported a position in PLAN in Q3 2021 and held it in 2 quarters. The position peaked at $835K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Vanguard Personalized Indexing Management reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 12,835 Anaplan, Inc. shares in Q2 2022, an estimated $835K.
Vanguard Personalized Indexing Management first reported a position in Anaplan, Inc. in Q3 2021 and held it in 2 quarters.
Vanguard Personalized Indexing Management's Anaplan, Inc. position peaked at $835K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2022, filed 9 Aug 2022.