AIA
AZPN

Affinity Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Affinity Investment Advisors’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
Q2 		– Sell
-1,480
Closed -$339K – 211
2023
Q1 		$339K Hold
1,480
– – 0.18% 159
2022
Q4 		$304K Buy
+1,480
New +$344K 0.14% 164

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Affinity Investment Advisors's AZPN Position: Q2 2023 in Review

Affinity Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 1,480 shares — an estimated $339K sold.

Affinity Investment Advisors first reported a position in AZPN in Q4 2022 and held it in 2 quarters. The position peaked at $339K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Affinity Investment Advisors reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,480 Aspen Technology Inc shares in Q2 2023, an estimated $339K.
  • Affinity Investment Advisors first reported a position in Aspen Technology Inc in Q4 2022 and held it in 2 quarters.
  • Affinity Investment Advisors's Aspen Technology Inc position peaked at $339K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Affinity Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.