BRWA
AZPN

B. Riley Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

B. Riley Wealth 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
-2,423
Closed -$401K – 1441
2022
Q1 		$401K Buy
+2,423
New +$401K 0.01% 872
2021
Q2 		– Sell
-4,479
Closed -$647K – 1511
2021
Q1 		$647K Buy
4,479
+2,544
+131% +$367K 0.02% 618
2020
Q4 		$253K Buy
1,935
+43
+2% +$5.62K 0.01% 844
2020
Q3 		$240K Buy
+1,892
New +$240K 0.01% 789
2020
Q1 		– Sell
-5,014
Closed -$607K – 933
2019
Q4 		$607K Sell
5,014
-5,476
-52% -$663K 0.05% 363
2019
Q3 		$1.29M Buy
10,490
+964
+10% +$119K 0.13% 183
2019
Q2 		$1.18M Buy
9,526
+1,810
+23% +$225K 0.13% 174
2019
Q1 		$805K Buy
7,716
+2,814
+57% +$294K 0.1% 223
2018
Q4 		$403K Sell
4,902
-69
-1% -$5.67K 0.06% 360
2018
Q3 		$567K Sell
4,971
-36
-0.7% -$4.11K 0.07% 318
2018
Q2 		$465K Sell
5,007
-65
-1% -$6.04K 0.06% 343
2018
Q1 		$401K Sell
5,072
-2
-0% -$158 0.06% 367
2017
Q4 		$336K Buy
5,074
+8
+0.2% +$530 0.05% 410
2017
Q3 		$319K Sell
5,066
-117
-2% -$7.37K 0.05% 352
2017
Q2 		$287K Sell
5,183
-106
-2% -$5.87K 0.05% 376
2017
Q1 		$312K Sell
5,289
-174
-3% -$10.3K 0.06% 327
2016
Q4 		$299K Buy
+5,463
New +$299K 0.06% 350
2015
Q1 		– Sell
-110
Closed -$4 – 2810
2014
Q4 		$4 Buy
+110
New +$4 ﹤0.01% 3281
2014
Q3 		– Sell
-795
Closed -$36.9K – 2624
2014
Q2 		$36.9K Buy
+795
New +$36.9K 0.01% 1160

Other funds holding AZPN

BAMCO Inc
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 $1.6B AUM 20.7% 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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

B. Riley Wealth Advisors's AZPN Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,423 shares — an estimated $401K sold.

B. Riley Wealth Advisors first reported a position in AZPN in Q2 2014 and held it in 19 quarters. The position peaked at $1.29M in Q3 2019. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,423 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $401K.
  • B. Riley Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q2 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $1.29M in Q3 2019.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.