ACG Wealth’s Aspen Technology Inc AZPN Stock Holding History

ACG Wealth’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 Q3	–	Sell	-126	Closed	-$23K	–	1057
2022 Q2	$23K	Buy	+126	New	+$22.4K	﹤0.01%	553

Other funds holding AZPN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ACG Wealth's AZPN Position: Q3 2022 in Review

ACG Wealth sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 126 shares — an estimated $23K sold.

ACG Wealth first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 337 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

ACG Wealth reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 126 Aspen Technology Inc shares in Q3 2022, an estimated $23K.
ACG Wealth first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
ACG Wealth's Aspen Technology Inc position peaked at $23K in Q2 2022.
337 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.