WP
AZPN

WealthPLAN Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

WealthPLAN 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 		$1.08M Sell
6,842
-11,801
-63% -$1.87M 0.08% 164
2021
Q4 		$2.8M Buy
18,643
+1,262
+7% +$189K 0.18% 99
2021
Q3 		$2.57M Buy
17,381
+281
+2% +$41.6K 0.17% 105
2021
Q2 		$2.44M Buy
17,100
+3,389
+25% +$484K 0.17% 96
2021
Q1 		$1.76M Buy
13,711
+2,299
+20% +$295K 0.14% 112
2020
Q4 		$1.65M Buy
11,412
+7,977
+232% +$1.15M 0.14% 106
2020
Q3 		$400K Buy
+3,435
New +$400K 0.04% 220

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $140M AUM 2.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's AZPN Position: Q1 2022 in Review

WealthPLAN Partners reduced its ASPEN TECHNOLOGY INC (AZPN) stake by 63% in Q1 2022, selling an estimated $1.87M and leaving 6,842 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #164.

WealthPLAN Partners first reported a position in AZPN in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.8M in Q4 2021. 381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

  • WealthPLAN Partners held 6,842 shares of ASPEN TECHNOLOGY INC worth $1.08M as of Q1 2022.
  • WealthPLAN Partners sold 11,801 ASPEN TECHNOLOGY INC shares in Q1 2022, an estimated $1.87M.
  • ASPEN TECHNOLOGY INC made up 0.08% of WealthPLAN Partners's portfolio in Q1 2022, its #164 holding.
  • WealthPLAN Partners first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and has held it in 7 quarters since.
  • WealthPLAN Partners's ASPEN TECHNOLOGY INC position peaked at $2.8M in Q4 2021.
  • 381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.