CFFP
AZPN

Center for Financial Planning’s Aspen Technology Inc AZPN Stock Holding History

Center for Financial Planning’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
-8
Closed -$2K – 676
2022
Q3 		$2K Buy
+8
New +$1.66K ﹤0.01% 572

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Center for Financial Planning's AZPN Position: Q4 2022 in Review

Center for Financial Planning sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 8 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in AZPN in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Center for Financial Planning reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 8 Aspen Technology Inc shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Aspen Technology Inc in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Aspen Technology Inc position peaked at $2K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.