CWM
AZPN

Castle Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Castle Wealth Management’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
-113
Closed -$27K – 669
2022
Q3 		$27K Hold
113
– – 0.02% 291
2022
Q2 		$21K Buy
+113
New +$20.1K 0.01% 310

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Franklin Resources
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Neuberger Berman Group
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State Street
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Nordea Investment Management
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JSP
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Castle Wealth Management's AZPN Position: Q4 2022 in Review

Castle Wealth Management sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 113 shares — an estimated $27K sold.

Castle Wealth Management first reported a position in AZPN in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Castle Wealth Management reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 113 Aspen Technology Inc shares in Q4 2022, an estimated $27K.
  • Castle Wealth Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Aspen Technology Inc position peaked at $27K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.