AAM
AZPN

Aureus Asset Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Aureus Asset Management’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
-1,466
Closed -$242K – 215
2022
Q1 		$242K Buy
+1,466
New +$242K 0.02% 192
2019
Q3 		– Sell
-1,640
Closed -$204K – 175
2019
Q2 		$204K Buy
+1,640
New +$204K 0.03% 167

Other funds holding AZPN

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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
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
IA
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

Aureus Asset Management's AZPN Position: Q2 2022 in Review

Aureus Asset Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,466 shares — an estimated $242K sold.

Aureus Asset Management first reported a position in AZPN in Q2 2019 and held it in 2 quarters. The position peaked at $242K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Aureus Asset Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Aureus Asset Management sold 1,466 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $242K.
  • Aureus Asset Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 2 quarters.
  • Aureus Asset Management's ASPEN TECHNOLOGY INC position peaked at $242K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Aureus Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.