Baker Tilly Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Baker Tilly 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	-2,227	Closed	-$475K	–	421
2024 Q1	$475K	Buy	2,227 +135	+6%	+$26.6K	0.09%	266
2023 Q4	$461K	Buy	2,092 +261	+14%	+$50.2K	0.08%	297
2023 Q3	$374K	Sell	1,831 -745	-29%	-$140K	0.06%	322
2023 Q2	$432K	Sell	2,576 -102	-4%	-$18.9K	0.05%	377
2023 Q1	$613K	Buy	2,678 +3	+0.1%	+$622	0.07%	288
2022 Q4	$549K	Sell	2,675 -73	-3%	-$17K	0.07%	298
2022 Q3	$655K	Sell	2,748 -37	-1%	-$7.7K	0.09%	237
2022 Q2	$512K	Buy	+2,785	New	+$495K	0.07%	297

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Tilly Wealth Management's AZPN Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Aspen Technology Inc (AZPN) in Q2 2024, closing a stake of 2,227 shares — an estimated $475K sold.

Baker Tilly Wealth Management first reported a position in AZPN in Q2 2022 and held it in 8 quarters. The position peaked at $655K in Q3 2022. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Aspen Technology Inc position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,227 Aspen Technology Inc shares in Q2 2024, an estimated $475K.
Baker Tilly Wealth Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 8 quarters.
Baker Tilly Wealth Management's Aspen Technology Inc position peaked at $655K in Q3 2022.
394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.