BZWA
AZPN

Blue Zone Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Blue Zone Wealth Advisors’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
Q3 		– Sell
-2,294
Closed -$384K – 84
2023
Q2 		$384K Buy
2,294
+204
+10% +$37.9K 0.18% 59
2023
Q1 		$478K Hold
2,090
– – 0.26% 57
2022
Q4 		$429K Hold
2,090
– – 0.23% 61
2022
Q3 		$498K Sell
2,090
-446
-18% -$92.8K 0.26% 63
2022
Q2 		$466K Buy
+2,536
New +$451K 0.21% 66

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
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BAMCO Inc
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Wells Fargo
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Blue Zone Wealth Advisors's AZPN Position: Q3 2023 in Review

Blue Zone Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 2,294 shares — an estimated $384K sold.

Blue Zone Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 5 quarters. The position peaked at $498K in Q3 2022. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • Blue Zone Wealth Advisors reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 2,294 Aspen Technology Inc shares in Q3 2023, an estimated $384K.
  • Blue Zone Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 5 quarters.
  • Blue Zone Wealth Advisors's Aspen Technology Inc position peaked at $498K in Q3 2022.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.