AFWM
AZPN

Abich Financial Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Abich Financial Wealth 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
2024
Q3 		$2.15K Buy
9
+7
+350% +$1.47K ﹤0.01% 338
2024
Q2 		$397 Buy
+2
New +$411 ﹤0.01% 725

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abich Financial Wealth Management's AZPN Position: Q3 2024 in Review

Abich Financial Wealth Management increased its Aspen Technology Inc (AZPN) stake by 350% in Q3 2024, buying an estimated $1.47K and bringing the position to 9 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Abich Financial Wealth Management first reported a position in AZPN in Q2 2024 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • Abich Financial Wealth Management held 9 shares of Aspen Technology Inc worth $2.15K as of Q3 2024.
  • Abich Financial Wealth Management bought 7 Aspen Technology Inc shares in Q3 2024, an estimated $1.47K.
  • Aspen Technology Inc made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #338 holding.
  • Abich Financial Wealth Management first reported a position in Aspen Technology Inc in Q2 2024 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.