AWM
AZPN

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

Activest 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
Q3 		– Sell
-234
Closed -$44K – 411
2023
Q2 		$50K Hold
234
– – 0.03% 68
2023
Q1 		$50.9K Hold
234
– – 0.03% 84
2022
Q4 		$48K Buy
+234
New +$54.4K 0.01% 189

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Activest Wealth Management's AZPN Position: Q3 2023 in Review

Activest Wealth Management sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 234 shares — an estimated $44K sold.

Activest Wealth Management first reported a position in AZPN in Q4 2022 and held it in 3 quarters. The position peaked at $50.9K in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • Activest Wealth Management reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 234 Aspen Technology Inc shares in Q3 2023, an estimated $44K.
  • Activest Wealth Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 3 quarters.
  • Activest Wealth Management's Aspen Technology Inc position peaked at $50.9K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.