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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $947M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return