AWM
AZPN

Avior Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-247
Closed -$52.7K – 3834
2024
Q1 		$52.7K Buy
+247
New +$48.7K ﹤0.01% 1210
2023
Q2 		– Sell
-14
Closed -$3.2K – 1688
2023
Q1 		$3.2K Buy
+14
New +$2.9K ﹤0.01% 1326

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $131B AUM 28.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avior Wealth Management's AZPN Position: Q2 2024 in Review

Avior Wealth Management sold out of Aspen Technology Inc (AZPN) in Q2 2024, closing a stake of 247 shares — an estimated $52.7K sold.

Avior Wealth Management first reported a position in AZPN in Q1 2023 and held it in 2 quarters. The position peaked at $52.7K in Q1 2024. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

  • Avior Wealth Management reported no remaining Aspen Technology Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 247 Aspen Technology Inc shares in Q2 2024, an estimated $52.7K.
  • Avior Wealth Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Aspen Technology Inc position peaked at $52.7K in Q1 2024.
  • 394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.