CWP
AZPN

Curated Wealth Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Curated Wealth Partners’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
Q2 		– Sell
-3,765
Closed -$574K – 168
2022
Q1 		$574K Hold
3,765
– – 0.19% 68
2021
Q4 		$574K Hold
3,765
– – 0.19% 70
2021
Q3 		$463K Hold
3,765
– – 0.26% 79
2021
Q2 		$518K Sell
3,765
-134
-3% -$18.4K 0.28% 69
2021
Q1 		$563K Buy
3,899
+275
+8% +$39.7K 0.35% 56
2020
Q4 		$472K Buy
+3,624
New +$472K 0.31% 66

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Curated Wealth Partners's AZPN Position: Q2 2022 in Review

Curated Wealth Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,765 shares — an estimated $574K sold.

Curated Wealth Partners first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $574K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Curated Wealth Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 3,765 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $574K.
  • Curated Wealth Partners first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's ASPEN TECHNOLOGY INC position peaked at $574K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.