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
2022 Q2	–	Sell	-3,749	Closed	-$620K	–	1547
2022 Q1	$620K	Buy	+3,749	New	+$620K	0.02%	820
2021 Q1	–	Sell	-38	Closed	-$5K	–	3393
2020 Q4	$5K	Hold	38	–	–	﹤0.01%	2760
2020 Q3	$5K	Buy	+38	New	+$5K	﹤0.01%	2815
2020 Q2	–	Sell	-89	Closed	-$9K	–	3191
2020 Q1	$9K	Sell	89 -146	-62%	-$14.8K	﹤0.01%	2258
2019 Q4	$28K	Buy	235 +32	+16%	+$3.81K	﹤0.01%	1848
2019 Q3	$26K	Hold	203	–	–	﹤0.01%	1690
2019 Q2	$26K	Hold	203	–	–	﹤0.01%	1688
2019 Q1	$22K	Buy	203 +161	+383%	+$17.4K	﹤0.01%	1579
2018 Q4	$3K	Buy	+42	New	+$3K	﹤0.01%	2273

Other funds holding AZPN

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 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

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

Advisory Services Network's AZPN Position: Q2 2022 in Review

Advisory Services Network sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,749 shares — an estimated $620K sold.

Advisory Services Network first reported a position in AZPN in Q4 2018 and held it in 9 quarters. The position peaked at $620K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Advisory Services Network reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Advisory Services Network sold 3,749 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $620K.
Advisory Services Network first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and held it in 9 quarters.
Advisory Services Network's ASPEN TECHNOLOGY INC position peaked at $620K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Advisory Services Network's 13F filing for Q2 2022, filed 2 Aug 2022.