Bank of America
PLAN

Bank of America’s Anaplan, Inc. PLAN Stock Holding History

Bank of America’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
-397,315
Closed -$25.8M – 8765
2022
Q1 		$25.8M Buy
397,315
+350,910
+756% +$17.1M ﹤0.01% 1898
2021
Q4 		$2.13M Sell
46,405
-3,998
-8% -$220K ﹤0.01% 4490
2021
Q3 		$3.07M Buy
50,403
+13,604
+37% +$810K ﹤0.01% 4044
2021
Q2 		$1.96M Sell
36,799
-84,266
-70% -$4.69M ﹤0.01% 4337
2021
Q1 		$6.52M Buy
121,065
+57,771
+91% +$3.9M ﹤0.01% 3132
2020
Q4 		$4.55M Sell
63,294
-594
-0.9% -$38.6K ﹤0.01% 3218
2020
Q3 		$4M Buy
63,888
+7,396
+13% +$381K ﹤0.01% 3115
2020
Q2 		$2.56M Buy
56,492
+14,745
+35% +$617K ﹤0.01% 3411
2020
Q1 		$1.26M Sell
41,747
-36,181
-46% -$1.8M ﹤0.01% 3865
2019
Q4 		$4.08M Buy
77,928
+58,254
+296% +$2.89M ﹤0.01% 3417
2019
Q3 		$924K Sell
19,674
-62,980
-76% -$3.42M ﹤0.01% 4598
2019
Q2 		$4.17M Buy
82,654
+9,084
+12% +$376K ﹤0.01% 3388
2019
Q1 		$2.9M Buy
73,570
+15,925
+28% +$536K ﹤0.01% 3672
2018
Q4 		$1.53M Buy
+57,645
New +$1.42M ﹤0.01% 4065

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America's PLAN Position: Q2 2022 in Review

Bank of America sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 397,315 shares — an estimated $25.8M sold.

Bank of America first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $25.8M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Bank of America reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Bank of America sold 397,315 Anaplan, Inc. shares in Q2 2022, an estimated $25.8M.
  • Bank of America first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
  • Bank of America's Anaplan, Inc. position peaked at $25.8M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Bank of America's 13F filing for Q2 2022, filed 12 Aug 2022.