Carson Wealth (CWM LLC)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Carson Wealth (CWM LLC)’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	-184	Closed	-$30K	–	4267
2022 Q1	$30K	Buy	184 +58	+46%	+$9.46K	﹤0.01%	1849
2021 Q4	$19K	Buy	+126	New	+$19K	﹤0.01%	2036
2021 Q2	$17K	Hold	126	–	–	﹤0.01%	1885
2021 Q1	$17K	Hold	126	–	–	﹤0.01%	1885
2020 Q4	$17K	Hold	126	–	–	﹤0.01%	1884
2020 Q3	$17K	Hold	126	–	–	﹤0.01%	1884
2020 Q2	$17K	Hold	126	–	–	﹤0.01%	1884
2020 Q1	$17K	Hold	126	–	–	﹤0.01%	1884
2019 Q4	$17K	Hold	126	–	–	﹤0.01%	1883
2019 Q3	$17K	Hold	126	–	–	﹤0.01%	1882
2019 Q2	$17K	Hold	126	–	–	﹤0.01%	1882
2019 Q1	$17K	Buy	126 +53	+73%	+$7.15K	﹤0.01%	1882
2018 Q4	$6K	Sell	73 -13	-15%	-$1.07K	﹤0.01%	1505
2018 Q3	$10K	Hold	86	–	–	﹤0.01%	1174
2018 Q2	$8K	Hold	86	–	–	﹤0.01%	1091
2018 Q1	$7K	Hold	86	–	–	﹤0.01%	956
2017 Q4	$6K	Hold	86	–	–	﹤0.01%	1058
2017 Q3	$5K	Buy	86 +73	+562%	+$4.24K	﹤0.01%	1111
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	1183
2017 Q1	$1K	Buy	+13	New	+$1K	﹤0.01%	1151

Other funds holding AZPN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 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 $3.02B AUM 91.56% 1-Year Est. Return

CMBA

C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 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

Carson Wealth (CWM LLC)'s AZPN Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 184 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in AZPN in Q1 2017 and held it in 20 quarters. The position peaked at $30K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Carson Wealth (CWM LLC) reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 184 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $30K.
Carson Wealth (CWM LLC) first reported a position in ASPEN TECHNOLOGY INC in Q1 2017 and held it in 20 quarters.
Carson Wealth (CWM LLC)'s ASPEN TECHNOLOGY INC position peaked at $30K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.