Creative Planning
AZPN

Creative Planning’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Creative Planning’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,023
Closed -$335K – 2619
2022
Q1 		$335K Sell
2,023
-7
-0.3% -$1.16K ﹤0.01% 1555
2021
Q4 		$309K Sell
2,030
-16,107
-89% -$2.45M ﹤0.01% 1603
2021
Q3 		$2.23M Sell
18,137
-3,087
-15% -$379K ﹤0.01% 654
2021
Q2 		$2.92M Buy
21,224
+109
+0.5% +$15K 0.01% 552
2021
Q1 		$3.05M Sell
21,115
-152
-0.7% -$21.9K 0.01% 552
2020
Q4 		$2.77M Buy
21,267
+18,990
+834% +$2.47M 0.01% 549
2020
Q3 		$288K Buy
+2,277
New +$288K ﹤0.01% 1438
2020
Q1 		– Sell
-2,009
Closed -$243K – 2190
2019
Q4 		$243K Sell
2,009
-75
-4% -$9.07K ﹤0.01% 1529
2019
Q3 		$256K Buy
2,084
+75
+4% +$9.21K ﹤0.01% 1464
2019
Q2 		$250K Sell
2,009
-30
-1% -$3.73K ﹤0.01% 1483
2019
Q1 		$213K Buy
+2,039
New +$213K ﹤0.01% 1547
2018
Q4 		– Sell
-2,044
Closed -$233K – 2222
2018
Q3 		$233K Buy
+2,044
New +$233K ﹤0.01% 1575
2018
Q1 		– Sell
-42,660
Closed -$2.82M – 2205
2017
Q4 		$2.82M Sell
42,660
-170
-0.4% -$11.3K 0.01% 372
2017
Q3 		$2.69M Buy
42,830
+170
+0.4% +$10.7K 0.01% 382
2017
Q2 		$2.36M Hold
42,660
– – 0.01% 392
2017
Q1 		$2.51M Sell
42,660
-10
-0% -$589 0.01% 357
2016
Q4 		$2.33M Sell
42,670
-2,179
-5% -$119K 0.01% 361
2016
Q3 		$2.1M Sell
44,849
-13
-0% -$608 0.01% 369
2016
Q2 		$1.8M Sell
44,862
-200
-0.4% -$8.05K 0.01% 360
2016
Q1 		$1.63M Sell
45,062
-1,012
-2% -$36.6K 0.01% 364
2015
Q4 		$1.74M Sell
46,074
-575
-1% -$21.7K 0.01% 347
2015
Q3 		$1.77M Sell
46,649
-200
-0.4% -$7.58K 0.02% 318
2015
Q2 		$2.13M Sell
46,849
-1,900
-4% -$86.5K 0.02% 282
2015
Q1 		$1.88M Hold
48,749
– – 0.02% 293
2014
Q4 		$1.71M Hold
48,749
– – 0.02% 309
2014
Q3 		$1.84M Sell
48,749
-18
-0% -$679 0.02% 259
2014
Q2 		$2.26M Buy
48,767
+18
+0% +$835 0.03% 204
2014
Q1 		$2.06M Sell
48,749
-4,240
-8% -$180K 0.03% 197
2013
Q4 		$2.21M Buy
52,989
+500
+1% +$20.9K 0.04% 171
2013
Q3 		$1.81M Sell
52,489
-4,900
-9% -$169K 0.04% 163
2013
Q2 		$1.65M Buy
+57,389
New +$1.65M 0.04% 159

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Creative Planning's AZPN Position: Q2 2022 in Review

Creative Planning sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,023 shares — an estimated $335K sold.

Creative Planning first reported a position in AZPN in Q2 2013 and held it in 31 quarters. The position peaked at $3.05M in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Creative Planning reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 2,023 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $335K.
  • Creative Planning first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 31 quarters.
  • Creative Planning's ASPEN TECHNOLOGY INC position peaked at $3.05M in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

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