M&T Bank’s Anaplan, Inc. PLAN Stock Holding History

M&T Bank’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	-4,315	Closed	-$281K	–	1732
2022 Q1	$281K	Buy	+4,315	New	+$210K	﹤0.01%	1230
2021 Q4	–	Sell	-3,490	Closed	-$213K	–	1639
2021 Q3	$213K	Buy	+3,490	New	+$208K	﹤0.01%	1414
2021 Q1	–	Sell	-3,503	Closed	-$252K	–	1759
2020 Q4	$252K	Buy	3,503 +113	+3%	+$7.35K	﹤0.01%	1406
2020 Q3	$212K	Buy	+3,390	New	+$175K	﹤0.01%	1393

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

M&T Bank's PLAN Position: Q2 2022 in Review

M&T Bank sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 4,315 shares — an estimated $281K sold.

M&T Bank first reported a position in PLAN in Q3 2020 and held it in 4 quarters. The position peaked at $281K in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

M&T Bank reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
M&T Bank sold 4,315 Anaplan, Inc. shares in Q2 2022, an estimated $281K.
M&T Bank first reported a position in Anaplan, Inc. in Q3 2020 and held it in 4 quarters.
M&T Bank's Anaplan, Inc. position peaked at $281K in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on M&T Bank's 13F filing for Q2 2022, filed 5 Aug 2022.