AWM
AZPN

Abound Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Abound 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
Q1 		– Sell
-1
Closed -$166 – 1413
2023
Q4 		$166 Buy
+1
New +$192 ﹤0.01% 1276

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Abound Wealth Management's AZPN Position: Q1 2024 in Review

Abound Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 1 share — an estimated $166 sold.

Abound Wealth Management first reported a position in AZPN in Q4 2023 and held it in 1 quarter. The position peaked at $166 in Q4 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Abound Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Aspen Technology Inc share in Q1 2024, an estimated $166.
  • Abound Wealth Management first reported a position in Aspen Technology Inc in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's Aspen Technology Inc position peaked at $166 in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.