BAM
AZPN

Belpointe Asset Management’s Aspen Technology Inc AZPN Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-141
Closed -$32.3K – 3518
2023
Q1 		$32.3K Buy
141
+66
+88% +$13.7K ﹤0.01% 2005
2022
Q4 		$15.4K Buy
+75
New +$17.4K ﹤0.01% 2367

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Belpointe Asset Management's AZPN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 141 shares — an estimated $32.3K sold.

Belpointe Asset Management first reported a position in AZPN in Q4 2022 and held it in 2 quarters. The position peaked at $32.3K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 141 Aspen Technology Inc shares in Q2 2023, an estimated $32.3K.
  • Belpointe Asset Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Aspen Technology Inc position peaked at $32.3K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.