VitalStone Financial’s Anaplan, Inc. PLAN Stock Holding History

VitalStone Financial’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
2023 Q2	–	Sell	-5	Closed	–	–	1088
2023 Q1	$0	Buy	+5	New	–	﹤0.01%	544

VitalStone Financial's PLAN Position: Q2 2023 in Review

VitalStone Financial sold out of Anaplan, Inc. (PLAN) in Q2 2023, closing a stake of 5 shares.

VitalStone Financial first reported a position in PLAN in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 0 funds tracked by Wall St. Rank hold PLAN as of Q2 2023.

VitalStone Financial reported no remaining Anaplan, Inc. position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 5 Anaplan, Inc. shares in Q2 2023.
VitalStone Financial first reported a position in Anaplan, Inc. in Q1 2023 and held it in 1 quarter.
VitalStone Financial's Anaplan, Inc. position peaked at $0 in Q1 2023.
0 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.