CTWM
AZPN

Cherry Tree Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-7
Closed -$1.54K – 627
2023
Q4 		$1.54K Hold
7
– – ﹤0.01% 522
2023
Q3 		$1.43K Hold
7
– – ﹤0.01% 508
2023
Q2 		$1.17K Buy
+7
New +$1.3K ﹤0.01% 533

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Nordea Investment Management
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Neuberger Berman Group
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TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
Wellington Management Group
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First Manhattan
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Wells Fargo
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Cherry Tree Wealth Management's AZPN Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 7 shares — an estimated $1.54K sold.

Cherry Tree Wealth Management first reported a position in AZPN in Q2 2023 and held it in 3 quarters. The position peaked at $1.54K in Q4 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 Aspen Technology Inc shares in Q1 2024, an estimated $1.54K.
  • Cherry Tree Wealth Management first reported a position in Aspen Technology Inc in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Aspen Technology Inc position peaked at $1.54K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.