CAAS
AZPN

Capital Asset Advisory Services’s Aspen Technology Inc AZPN Stock Holding History

Capital Asset Advisory Services’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
Q4 		– Sell
-1,677
Closed -$399K – 548
2022
Q3 		$399K Sell
1,677
-802
-32% -$167K 0.05% 201
2022
Q2 		$455K Buy
+2,479
New +$441K 0.05% 244

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Capital Asset Advisory Services's AZPN Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 1,677 shares — an estimated $399K sold.

Capital Asset Advisory Services first reported a position in AZPN in Q2 2022 and held it in 2 quarters. The position peaked at $455K in Q2 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Capital Asset Advisory Services reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,677 Aspen Technology Inc shares in Q4 2022, an estimated $399K.
  • Capital Asset Advisory Services first reported a position in Aspen Technology Inc in Q2 2022 and held it in 2 quarters.
  • Capital Asset Advisory Services's Aspen Technology Inc position peaked at $455K in Q2 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.