CA
AZPN

Crewe Advisors’s Aspen Technology Inc AZPN Stock Holding History

Crewe 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
2024
Q3 		– Sell
-157
Closed -$31.2K – 1013
2024
Q2 		$31.2K Buy
157
+119
+313% +$24.5K ﹤0.01% 463
2024
Q1 		$8.11K Buy
+38
New +$7.49K ﹤0.01% 651
2023
Q4 		– Sell
-1
Closed -$205 – 718
2023
Q3 		$205 Hold
1
– – ﹤0.01% 443
2023
Q2 		$168 Buy
+1
New +$186 ﹤0.01% 743

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's AZPN Position: Q3 2024 in Review

Crewe Advisors sold out of Aspen Technology Inc (AZPN) in Q3 2024, closing a stake of 157 shares — an estimated $31.2K sold.

Crewe Advisors first reported a position in AZPN in Q2 2023 and held it in 4 quarters. The position peaked at $31.2K in Q2 2024. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • Crewe Advisors reported no remaining Aspen Technology Inc position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 157 Aspen Technology Inc shares in Q3 2024, an estimated $31.2K.
  • Crewe Advisors first reported a position in Aspen Technology Inc in Q2 2023 and held it in 4 quarters.
  • Crewe Advisors's Aspen Technology Inc position peaked at $31.2K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.