BHWM
AZPN

Beaird Harris Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-16
Closed -$3.29K – 765
2022
Q4 		$3.29K Buy
+16
New +$3.72K ﹤0.01% 492

Other funds holding AZPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Beaird Harris Wealth Management's AZPN Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 16 shares — an estimated $3.29K sold.

Beaird Harris Wealth Management first reported a position in AZPN in Q4 2022 and held it in 1 quarter. The position peaked at $3.29K in Q4 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 16 Aspen Technology Inc shares in Q1 2023, an estimated $3.29K.
  • Beaird Harris Wealth Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Aspen Technology Inc position peaked at $3.29K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.