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

BOK 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
2022 Q2	–	Sell	-36,117	Closed	-$2.35M	–	1010
2022 Q1	$2.35M	Sell	36,117 -1,608	-4%	-$78.3K	0.04%	367
2021 Q4	$1.73M	Sell	37,725 -61,401	-62%	-$3.39M	0.03%	450
2021 Q3	$6.04M	Buy	+99,126	New	+$5.9M	0.1%	204

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BOK Financial's PLAN Position: Q2 2022 in Review

BOK Financial sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 36,117 shares — an estimated $2.35M sold.

BOK Financial first reported a position in PLAN in Q3 2021 and held it in 3 quarters. The position peaked at $6.04M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

BOK Financial reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
BOK Financial sold 36,117 Anaplan, Inc. shares in Q2 2022, an estimated $2.35M.
BOK Financial first reported a position in Anaplan, Inc. in Q3 2021 and held it in 3 quarters.
BOK Financial's Anaplan, Inc. position peaked at $6.04M in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on BOK Financial's 13F filing for Q2 2022, filed 11 Aug 2022.