Truist Financial’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Truist Financial’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	-41,347	Closed	-$6.84M	–	2831
2022 Q1	$6.84M	Buy	41,347 +4,225	+11%	+$699K	0.01%	771
2021 Q4	$5.65M	Buy	37,122 +1,647	+5%	+$251K	0.01%	839
2021 Q3	$4.36M	Buy	35,475 +1,193	+3%	+$146K	0.01%	936
2021 Q2	$4.71M	Buy	34,282 +1,724	+5%	+$237K	0.01%	905
2021 Q1	$4.7M	Buy	32,558 +2,284	+8%	+$330K	0.01%	856
2020 Q4	$3.94M	Buy	30,274 +2,313	+8%	+$301K	0.01%	901
2020 Q3	$3.54M	Sell	27,961 -2,097	-7%	-$265K	0.01%	849
2020 Q2	$3.11M	Buy	30,058 +1,080	+4%	+$112K	0.01%	860
2020 Q1	$2.75M	Sell	28,978 -2,484	-8%	-$236K	0.01%	854
2019 Q4	$3.81M	Buy	31,462 +12,584	+67%	+$1.52M	0.01%	853
2019 Q3	$2.32M	Sell	18,878 -1,451	-7%	-$179K	0.04%	328
2019 Q2	$2.53M	Sell	20,329 -143	-0.7%	-$17.8K	0.04%	319
2019 Q1	$2.13M	Sell	20,472 -219	-1%	-$22.8K	0.04%	343
2018 Q4	$1.7M	Sell	20,691 -1,522	-7%	-$125K	0.03%	356
2018 Q3	$2.53M	Sell	22,213 -1,501	-6%	-$171K	0.05%	331
2018 Q2	$2.2M	Buy	23,714 +2,220	+10%	+$206K	0.04%	347
2018 Q1	$1.7M	Sell	21,494 -493	-2%	-$38.9K	0.03%	394
2017 Q4	$1.46M	Sell	21,987 -190	-0.9%	-$12.6K	0.03%	424
2017 Q3	$1.39M	Sell	22,177 -814	-4%	-$51.1K	0.03%	418
2017 Q2	$1.27M	Sell	22,991 -837	-4%	-$46.3K	0.03%	429
2017 Q1	$1.4M	Sell	23,828 -3,107	-12%	-$183K	0.03%	419
2016 Q4	$1.47M	Sell	26,935 -284	-1%	-$15.5K	0.03%	404
2016 Q3	$1.27M	Sell	27,219 -2,153	-7%	-$101K	0.03%	435
2016 Q2	$1.18M	Sell	29,372 -1,106	-4%	-$44.5K	0.02%	449
2016 Q1	$1.1M	Buy	30,478 +5,954	+24%	+$215K	0.03%	415
2015 Q4	$926K	Buy	24,524 +364	+2%	+$13.7K	0.02%	430
2015 Q3	$916K	Buy	24,160 +2,666	+12%	+$101K	0.02%	421
2015 Q2	$979K	Buy	21,494 +6,801	+46%	+$310K	0.03%	393
2015 Q1	$566K	Buy	14,693 +5,128	+54%	+$198K	0.02%	501
2014 Q4	$335K	Buy	+9,565	New	+$335K	0.01%	604
2014 Q3	–	Sell	-4,340	Closed	-$201K	–	826
2014 Q2	$201K	Sell	4,340 -780	-15%	-$36.1K	0.01%	761
2014 Q1	$217K	Sell	5,120 -970	-16%	-$41.1K	0.01%	729
2013 Q4	$255K	Sell	6,090 -738	-11%	-$30.9K	0.01%	679
2013 Q3	$236K	Sell	6,828 -390	-5%	-$13.5K	0.01%	663
2013 Q2	$207K	Buy	+7,218	New	+$207K	0.01%	698

Other funds holding AZPN

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 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

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

Truist Financial's AZPN Position: Q2 2022 in Review

Truist Financial sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 41,347 shares — an estimated $6.84M sold.

Truist Financial first reported a position in AZPN in Q2 2013 and held it in 35 quarters. The position peaked at $6.84M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Truist Financial reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 41,347 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $6.84M.
Truist Financial first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 35 quarters.
Truist Financial's ASPEN TECHNOLOGY INC position peaked at $6.84M in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.