AO
AZPN

Advisor OS’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Advisor OS’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
Q2 		– Sell
-4,212
Closed -$696K – 215
2022
Q1 		$696K Buy
4,212
+517
+14% +$85.4K 0.2% 116
2021
Q4 		$563K Buy
3,695
+371
+11% +$56.5K 0.11% 156
2021
Q3 		$407K Buy
3,324
+481
+17% +$58.9K 0.09% 174
2021
Q2 		$392K Buy
2,843
+1,182
+71% +$163K 0.08% 163
2021
Q1 		$239K Buy
+1,661
New +$239K 0.05% 181

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisor OS's AZPN Position: Q2 2022 in Review

Advisor OS sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 4,212 shares — an estimated $696K sold.

Advisor OS first reported a position in AZPN in Q1 2021 and held it in 5 quarters. The position peaked at $696K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Advisor OS reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Advisor OS sold 4,212 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $696K.
  • Advisor OS first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and held it in 5 quarters.
  • Advisor OS's ASPEN TECHNOLOGY INC position peaked at $696K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Advisor OS's 13F filing for Q2 2022, filed 2 Aug 2022.