BEI
AZPN

Benjamin Edwards Inc’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Benjamin Edwards Inc’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
-2,416
Closed -$400K – 760
2022
Q1 		$400K Buy
2,416
+192
+9% +$31.8K 0.12% 194
2021
Q4 		$338K Buy
2,224
+1,818
+448% +$276K 0.11% 190
2021
Q3 		$50K Buy
406
+275
+210% +$33.9K 0.03% 303
2021
Q2 		$18K Buy
+131
New +$18K 0.01% 341

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 $1.6B AUM 20.7% 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 $214M AUM 18.82% 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

Benjamin Edwards Inc's AZPN Position: Q2 2022 in Review

Benjamin Edwards Inc sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,416 shares — an estimated $400K sold.

Benjamin Edwards Inc first reported a position in AZPN in Q2 2021 and held it in 4 quarters. The position peaked at $400K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Benjamin Edwards Inc reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,416 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $400K.
  • Benjamin Edwards Inc first reported a position in ASPEN TECHNOLOGY INC in Q2 2021 and held it in 4 quarters.
  • Benjamin Edwards Inc's ASPEN TECHNOLOGY INC position peaked at $400K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Benjamin Edwards Inc's 13F filing for Q2 2022, filed 12 Aug 2022.