Advisory Services Network’s Aspen Technology Inc AZPN Stock Holding History

Advisory Services Network’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	-460	Closed	-$101K	–	3772
2023 Q4	$101K	Buy	+460	New	+$88.5K	﹤0.01%	1641
2023 Q2	–	Sell	-571	Closed	-$131K	–	3772
2023 Q1	$131K	Buy	571 +3	+0.5%	+$622	﹤0.01%	1503
2022 Q4	$117K	Buy	+568	New	+$132K	﹤0.01%	1532
2022 Q3	–	Sell	-1,561	Closed	-$287K	–	1465
2022 Q2	$287K	Buy	+1,561	New	+$278K	0.01%	1091

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

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

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

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

TCCM

Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's AZPN Position: Q1 2024 in Review

Advisory Services Network sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 460 shares — an estimated $101K sold.

Advisory Services Network first reported a position in AZPN in Q2 2022 and held it in 4 quarters. The position peaked at $287K in Q2 2022. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

Advisory Services Network reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 460 Aspen Technology Inc shares in Q1 2024, an estimated $101K.
Advisory Services Network first reported a position in Aspen Technology Inc in Q2 2022 and held it in 4 quarters.
Advisory Services Network's Aspen Technology Inc position peaked at $287K in Q2 2022.
390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.