AWM
AZPN

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

Accurate 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
2023
Q1 		– Sell
-37
Closed -$7.48K – 1534
2022
Q4 		$7.48K Buy
+37
New +$8.6K ﹤0.01% 933

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Accurate Wealth Management's AZPN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 37 shares — an estimated $7.48K sold.

Accurate Wealth Management first reported a position in AZPN in Q4 2022 and held it in 1 quarter. The position peaked at $7.48K in Q4 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 37 Aspen Technology Inc shares in Q1 2023, an estimated $7.48K.
  • Accurate Wealth Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Aspen Technology Inc position peaked at $7.48K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.