BFEC
AZPN

Benjamin F. Edwards & Company’s Aspen Technology Inc AZPN Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$77K Buy
386
+161
+72% +$33.1K ﹤0.01% 1211
2024
Q1 		$48K Buy
225
+191
+562% +$37.7K ﹤0.01% 1303
2023
Q4 		$7K Buy
+34
New +$6.54K ﹤0.01% 1789
2022
Q4 		– Sell
-6
Closed -$1K – 1921
2022
Q3 		$1K Hold
6
– – ﹤0.01% 1798
2022
Q2 		$1K Buy
+6
New +$1.07K ﹤0.01% 1787

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's AZPN Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Aspen Technology Inc (AZPN) stake by 72% in Q2 2024, buying an estimated $33.1K and bringing the position to 386 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Benjamin F. Edwards & Company first reported a position in AZPN in Q2 2022 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

  • Benjamin F. Edwards & Company held 386 shares of Aspen Technology Inc worth $77K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 161 Aspen Technology Inc shares in Q2 2024, an estimated $33.1K.
  • Aspen Technology Inc made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1211 holding.
  • Benjamin F. Edwards & Company first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.