Bank of America
AZPN

Bank of America’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Bank of America’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
-29,200
Closed -$4.83M – 8859
2022
Q1 		$4.83M Buy
29,200
+6,700
+30% +$1.11M ﹤0.01% 3669
2021
Q4 		$3.42M Buy
+22,500
New +$3.42M ﹤0.01% 4026
2020
Q1 		– Sell
-11,800
Closed -$1.43M – 7640
2019
Q4 		$1.43M Buy
+11,800
New +$1.43M ﹤0.01% 4255

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 $1.88B AUM 29.07% 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 $245M AUM 23.8% 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

Bank of America's AZPN Position: Q2 2022 in Review

Bank of America sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 232,507 shares — an estimated $38.4M sold.

Bank of America first reported a position in AZPN in Q2 2013 and held it in 36 quarters. The position peaked at $58.1M in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Bank of America reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Bank of America sold 232,507 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $38.4M.
  • Bank of America first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 36 quarters.
  • Bank of America's ASPEN TECHNOLOGY INC position peaked at $58.1M in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Bank of America's 13F filing for Q2 2022, filed 12 Aug 2022.