WealthPlan Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

WealthPlan Investment Management’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	$1.08M	Buy	+6,842	New	+$1.08M	0.08%	164

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

WealthPlan Investment Management's AZPN Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in ASPEN TECHNOLOGY INC (AZPN) in Q1 2022: 6,842 shares worth $1.08M. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

WealthPlan Investment Management held 6,842 shares of ASPEN TECHNOLOGY INC worth $1.08M as of Q1 2022.
ASPEN TECHNOLOGY INC was a new WealthPlan Investment Management position in Q1 2022.
ASPEN TECHNOLOGY INC made up 0.08% of WealthPlan Investment Management's portfolio in Q1 2022, its #164 holding.
381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.