BIM
AZPN

Baldwin Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Baldwin Investment 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
-1,895
Closed -$313 – 243
2022
Q1 		$313 Hold
1,895
– – 0.05% 198
2021
Q4 		$288 Hold
1,895
– – 0.05% 206
2021
Q3 		$233K Sell
1,895
-1,485
-44% -$183K 0.04% 226
2021
Q2 		$465K Sell
3,380
-3,195
-49% -$440K 0.08% 164
2021
Q1 		$949K Buy
+6,575
New +$949K 0.17% 106

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SFG
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GAM
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Koshinski Asset Management
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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
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Baldwin Investment Management's AZPN Position: Q2 2022 in Review

Baldwin Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,895 shares — an estimated $313 sold.

Baldwin Investment Management first reported a position in AZPN in Q1 2021 and held it in 5 quarters. The position peaked at $949K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Baldwin Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 1,895 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $313.
  • Baldwin Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and held it in 5 quarters.
  • Baldwin Investment Management's ASPEN TECHNOLOGY INC position peaked at $949K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Baldwin Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.