BCWM
AZPN

Bartlett & Co Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-28
Closed -$5.14K – 1294
2022
Q2 		$5.14K Buy
+28
New +$4.98K ﹤0.01% 1007

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Neuberger Berman Group
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
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JSP
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Bartlett & Co Wealth Management's AZPN Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 28 shares — an estimated $5.14K sold.

Bartlett & Co Wealth Management first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $5.14K in Q2 2022. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 28 Aspen Technology Inc shares in Q3 2022, an estimated $5.14K.
  • Bartlett & Co Wealth Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Aspen Technology Inc position peaked at $5.14K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.