CA
AZPN

Centerpoint Advisors’s Aspen Technology Inc AZPN Stock Holding History

Centerpoint 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
Q4 		– Sell
-2
Closed – – 621
2023
Q3 		$0 Hold
2
– – ﹤0.01% 642
2023
Q2 		$0 Hold
2
– – ﹤0.01% 629
2023
Q1 		$0 Buy
+2
New +$415 ﹤0.01% 672

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Nordea Investment Management
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
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BAMCO Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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Centerpoint Advisors's AZPN Position: Q4 2023 in Review

Centerpoint Advisors sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 2 shares.

Centerpoint Advisors first reported a position in AZPN in Q1 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Centerpoint Advisors reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 2 Aspen Technology Inc shares in Q4 2023.
  • Centerpoint Advisors first reported a position in Aspen Technology Inc in Q1 2023 and held it in 3 quarters.
  • Centerpoint Advisors's Aspen Technology Inc position peaked at $0 in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.