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
2021 Q4	–	Sell	-100,000	Closed	-$6.09M	–	8943
2021 Q3	$6.09M	Hold	100,000	–	–	﹤0.01%	3371
2021 Q2	$5.33M	Buy	+100,000	New	+$5.56M	﹤0.01%	3461

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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.