BWM
AZPN

Baystate Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Baystate 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
Q1 		– Sell
-2
Closed – – 966
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1017
2021
Q3 		$0 Hold
2
– – ﹤0.01% 919
2021
Q2 		$0 Hold
2
– – ﹤0.01% 895
2021
Q1 		$0 Buy
+2
New – ﹤0.01% 872

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's AZPN Position: Q1 2022 in Review

Baystate Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2022, closing a stake of 2 shares.

Baystate Wealth Management first reported a position in AZPN in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

  • Baystate Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 2 ASPEN TECHNOLOGY INC shares in Q1 2022.
  • Baystate Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and held it in 4 quarters.
  • Baystate Wealth Management's ASPEN TECHNOLOGY INC position peaked at $0 in Q4 2021.
  • 381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.