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	-200	Closed	-$13K	–	4614
2022 Q1	$13K	Buy	+200	New	+$9.74K	﹤0.01%	3979
2021 Q1	–	Sell	-40,000	Closed	-$2.9M	–	5457
2020 Q4	$2.9M	Buy	+40,000	New	+$2.6M	﹤0.01%	1653

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.