Meridian Financial Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Meridian Financial Partners’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 Q1	–	Sell	-4,200	Closed	-$630K	–	87
2021 Q4	$630K	Hold	4,200	–	–	0.43%	49
2021 Q3	$689K	Hold	4,200	–	–	0.46%	45
2021 Q2	$605K	Hold	4,200	–	–	0.41%	51
2021 Q1	$627K	Hold	4,200	–	–	0.47%	45
2020 Q4	$608K	Hold	4,200	–	–	0.47%	42
2020 Q3	$520K	Hold	4,200	–	–	0.44%	45
2020 Q2	$395K	Hold	4,200	–	–	0.36%	48
2020 Q1	$421K	Hold	4,200	–	–	0.45%	43
2019 Q4	$551K	Hold	4,200	–	–	0.55%	33
2019 Q3	$492K	Hold	4,200	–	–	0.55%	36
2019 Q2	$537K	Hold	4,200	–	–	0.6%	31
2019 Q1	$455K	Hold	4,200	–	–	0.52%	34
2018 Q4	$345K	Buy	+4,200	New	+$345K	0.46%	40

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

TCCM

Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Financial Partners's AZPN Position: Q1 2022 in Review

Meridian Financial Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2022, closing a stake of 4,200 shares — an estimated $630K sold.

Meridian Financial Partners first reported a position in AZPN in Q4 2018 and held it in 13 quarters. The position peaked at $689K in Q3 2021. 381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

Meridian Financial Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2022 after selling out during the quarter.
Meridian Financial Partners sold 4,200 ASPEN TECHNOLOGY INC shares in Q1 2022, an estimated $630K.
Meridian Financial Partners first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and held it in 13 quarters.
Meridian Financial Partners's ASPEN TECHNOLOGY INC position peaked at $689K in Q3 2021.
381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on Meridian Financial Partners's 13F filing for Q1 2022, filed 2 May 2022.