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
2022 Q2	–	Sell	-16	Closed	-$3K	–	1939
2022 Q1	$3K	Buy	+16	New	+$3K	﹤0.01%	1639
2021 Q2	–	Sell	-372	Closed	-$54K	–	1814
2021 Q1	$54K	Buy	372 +3	+0.8%	+$435	﹤0.01%	983
2020 Q4	$48K	Buy	+369	New	+$48K	﹤0.01%	982
2020 Q3	–	Sell	-270	Closed	-$28K	–	1818
2020 Q2	$28K	Buy	270 +31	+13%	+$3.21K	﹤0.01%	1029
2020 Q1	$23K	Buy	239 +142	+146%	+$13.7K	﹤0.01%	1046
2019 Q4	$12K	Buy	+97	New	+$12K	﹤0.01%	1390
2014 Q1	–	Sell	-60	Closed	-$3K	–	1041
2013 Q4	$3K	Buy	+60	New	+$3K	﹤0.01%	849

Other funds holding AZPN

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 Decatur, Illinois $1.88B AUM 29.07% 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

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 F. Edwards & Company's AZPN Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 16 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in AZPN in Q4 2013 and held it in 7 quarters. The position peaked at $54K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Benjamin F. Edwards & Company reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 16 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $3K.
Benjamin F. Edwards & Company first reported a position in ASPEN TECHNOLOGY INC in Q4 2013 and held it in 7 quarters.
Benjamin F. Edwards & Company's ASPEN TECHNOLOGY INC position peaked at $54K in Q1 2021.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

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