Question 1

How many shares of AST does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of AST (ASPEN TECHNOLOGY INC) before exiting the position in 2022-Q2.

Question 2

What is Creative Planning's AST position worth?

Accepted Answer

Creative Planning's AST position was last reported at $0 in 2022-Q2 before the exit.

Question 3

Is Creative Planning buying or selling AST?

Accepted Answer

In 2022-Q2, Creative Planning exited their AST position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy AST?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in AST in 2019-Q1. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2022-Q1	Decreased	2,023	-0.3%	$335,000	0.0%	—	0
2021-Q4	Decreased	2,030	-88.8%	$309,000	0.0%	—	0
2021-Q3	Decreased	18,137	-14.5%	$2.2M	0.0%	—	0
2021-Q2	Increased	21,224	+0.5%	$2.9M	0.0%	—	26
2021-Q1	Decreased	21,115	-0.7%	$3M	0.0%	—	0
2020-Q4	Increased	21,267	+834.0%	$2.8M	0.0%	—	42
2020-Q3	New	2,277	-	$288,000	0.0%	—	32
2020-Q1	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q4	Decreased	2,009	-3.6%	$243,000	0.0%	—	0
2019-Q3	Increased	2,084	+3.7%	$256,000	0.0%	—	24
2019-Q2	Decreased	2,009	-1.5%	$250,000	0.0%	—	0
2019-Q1	New	2,039	-	$213,000	0.0%	—	32

AST13 quarters

AST
13 quarters