Invesco’s Anaplan, Inc. PLAN Stock Holding History

Invesco’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	-129,472	Closed	-$8.42M	–	4220
2022 Q1	$8.42M	Sell	129,472 -8,962	-6%	-$437K	﹤0.01%	2062
2021 Q4	$6.35M	Sell	138,434 -900,069	-87%	-$49.6M	﹤0.01%	2277
2021 Q3	$63.2M	Sell	1,038,503 -7,472	-0.7%	-$445K	0.02%	962
2021 Q2	$55.8M	Buy	1,045,975 +1,189	+0.1%	+$66.2K	0.01%	1037
2021 Q1	$56.3M	Sell	1,044,786 -1,780	-0.2%	-$120K	0.02%	1009
2020 Q4	$75.2M	Sell	1,046,566 -3,024	-0.3%	-$197K	0.02%	866
2020 Q3	$65.7M	Sell	1,049,590 -36,680	-3%	-$1.89M	0.02%	814
2020 Q2	$49.2M	Sell	1,086,270 -598,556	-36%	-$25.1M	0.02%	912
2020 Q1	$51M	Sell	1,684,826 -477,728	-22%	-$23.8M	0.02%	790
2019 Q4	$113M	Sell	2,162,554 -73,259	-3%	-$3.63M	0.04%	603
2019 Q3	$105M	Buy	2,235,813 +181,872	+9%	+$9.87M	0.03%	639
2019 Q2	$104M	Buy	2,053,941 +1,973,737	+2,461%	+$81.6M	0.03%	663
2019 Q1	$3.16M	Buy	+80,204	New	+$2.7M	﹤0.01%	2316

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

Invesco's PLAN Position: Q2 2022 in Review

Invesco sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 129,472 shares — an estimated $8.42M sold.

Invesco first reported a position in PLAN in Q1 2019 and held it in 13 quarters. The position peaked at $113M in Q4 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Invesco reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Invesco sold 129,472 Anaplan, Inc. shares in Q2 2022, an estimated $8.42M.
Invesco first reported a position in Anaplan, Inc. in Q1 2019 and held it in 13 quarters.
Invesco's Anaplan, Inc. position peaked at $113M in Q4 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Invesco's 13F filing for Q2 2022, filed 15 Aug 2022.