BTWM
AZPN

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
2022
Q2 		– Sell
-7,115
Closed -$1.18M – 542
2022
Q1 		$1.18M Buy
7,115
+563
+9% +$93.1K 0.13% 162
2021
Q4 		$997K Buy
6,552
+151
+2% +$23K 0.11% 198
2021
Q3 		$786K Buy
6,401
+581
+10% +$71.3K 0.1% 209
2021
Q2 		$800K Buy
5,820
+527
+10% +$72.4K 0.13% 180
2021
Q1 		$764K Buy
5,293
+971
+22% +$140K 0.16% 167
2020
Q4 		$563K Buy
+4,322
New +$563K 0.17% 134

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 $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

Baker Tilly Wealth Management's AZPN Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 7,115 shares — an estimated $1.18M sold.

Baker Tilly Wealth Management first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $1.18M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,115 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1.18M.
  • Baker Tilly Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Baker Tilly Wealth Management's ASPEN TECHNOLOGY INC position peaked at $1.18M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.