American Portfolios Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

American Portfolios 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
2022 Q2	–	Sell	-20	Closed	-$3.31K	–	3680
2022 Q1	$3.31K	Hold	20	–	–	﹤0.01%	3080
2021 Q4	$3.04K	Sell	20 -6	-23%	-$913	﹤0.01%	3064
2021 Q3	$3.19K	Sell	26 -4,062	-99%	-$499K	﹤0.01%	3021
2021 Q2	$562K	Sell	4,088 -302	-7%	-$41.5K	0.02%	663
2021 Q1	$634K	Buy	4,390 +4,370	+21,850%	+$631K	0.03%	568
2020 Q4	$2.6K	Hold	20	–	–	﹤0.01%	2631
2020 Q3	$2.53K	Hold	20	–	–	﹤0.01%	2517
2020 Q2	$2.07K	Hold	20	–	–	﹤0.01%	2538
2020 Q1	$1.9K	Buy	+20	New	+$1.9K	﹤0.01%	2418
2019 Q1	–	Sell	-43	Closed	-$3.53K	–	2707
2018 Q4	$3.53K	Hold	43	–	–	﹤0.01%	1980
2018 Q3	$4.9K	Sell	43 -43	-50%	-$4.9K	﹤0.01%	2016
2018 Q2	$7.98K	Hold	86	–	–	﹤0.01%	1809
2018 Q1	$6.79K	Hold	86	–	–	﹤0.01%	1759
2017 Q4	$5.69K	Buy	+86	New	+$5.69K	﹤0.01%	1788

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 $1.88B AUM 29.07% 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

American Portfolios Advisors's AZPN Position: Q2 2022 in Review

American Portfolios Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 20 shares — an estimated $3.31K sold.

American Portfolios Advisors first reported a position in AZPN in Q4 2017 and held it in 14 quarters. The position peaked at $634K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

American Portfolios Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 20 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $3.31K.
American Portfolios Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 14 quarters.
American Portfolios Advisors's ASPEN TECHNOLOGY INC position peaked at $634K in Q1 2021.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.