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

Bank of Montreal’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	-163,187	Closed	-$10.6M	–	4613
2022 Q1	$10.6M	Buy	163,187 +9,904	+6%	+$482K	0.01%	1116
2021 Q4	$7.19M	Buy	153,283 +103,622	+209%	+$5.71M	﹤0.01%	1090
2021 Q3	$3.02M	Sell	49,661 -52,172	-51%	-$3.11M	﹤0.01%	1872
2021 Q2	$5.64M	Buy	101,833 +91,883	+923%	+$5.11M	﹤0.01%	1551
2021 Q1	$575K	Sell	9,950 -63,553	-86%	-$4.29M	﹤0.01%	2555
2020 Q4	$5.32M	Buy	73,503 +72,121	+5,219%	+$4.69M	﹤0.01%	1343
2020 Q3	$85K	Buy	1,382 +258	+23%	+$13.3K	﹤0.01%	3174
2020 Q2	$58K	Buy	1,124 +195	+21%	+$8.16K	﹤0.01%	3373
2020 Q1	$26K	Sell	929 -46,007	-98%	-$2.29M	﹤0.01%	3154
2019 Q4	$2.46M	Buy	46,936 +17,779	+61%	+$882K	﹤0.01%	1758
2019 Q3	$1.37M	Sell	29,157 -3,389	-10%	-$184K	﹤0.01%	1923
2019 Q2	$1.64M	Buy	+32,546	New	+$1.35M	﹤0.01%	1810

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 Montreal's PLAN Position: Q2 2022 in Review

Bank of Montreal sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 163,187 shares — an estimated $10.6M sold.

Bank of Montreal first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $10.6M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Bank of Montreal reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Bank of Montreal sold 163,187 Anaplan, Inc. shares in Q2 2022, an estimated $10.6M.
Bank of Montreal first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
Bank of Montreal's Anaplan, Inc. position peaked at $10.6M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.