AWS
AZPN

Atria Wealth Solutions’s Aspen Technology Inc AZPN Stock Holding History

Atria Wealth Solutions’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
-7,906
Closed -$1.74M – 2078
2023
Q4 		$1.74M Sell
7,906
-8
-0.1% -$1.54K 0.02% 649
2023
Q3 		$1.62M Buy
7,914
+1,158
+17% +$218K 0.02% 629
2023
Q2 		$1.13M Buy
6,756
+433
+7% +$80.4K 0.02% 793
2023
Q1 		$1.45M Buy
6,323
+506
+9% +$105K 0.02% 663
2022
Q4 		$1.19M Buy
5,817
+368
+7% +$85.5K 0.02% 675
2022
Q3 		$1.3M Sell
5,449
-1,102
-17% -$229K 0.02% 631
2022
Q2 		$1.2M Buy
+6,551
New +$1.17M 0.02% 625

Other funds holding AZPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $140M AUM 2.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's AZPN Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 7,906 shares — an estimated $1.74M sold.

Atria Wealth Solutions first reported a position in AZPN in Q2 2022 and held it in 7 quarters. The position peaked at $1.74M in Q4 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,906 Aspen Technology Inc shares in Q1 2024, an estimated $1.74M.
  • Atria Wealth Solutions first reported a position in Aspen Technology Inc in Q2 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Aspen Technology Inc position peaked at $1.74M in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.