CWM
AZPN

Curi Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Curi 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
2022
Q3 		– Sell
-1,193
Closed -$219K – 727
2022
Q2 		$219K Buy
+1,193
New +$212K 0.04% 107

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Curi Wealth Management's AZPN Position: Q3 2022 in Review

Curi Wealth Management sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 1,193 shares — an estimated $219K sold.

Curi Wealth Management first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $219K in Q2 2022. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • Curi Wealth Management reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,193 Aspen Technology Inc shares in Q3 2022, an estimated $219K.
  • Curi Wealth Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Aspen Technology Inc position peaked at $219K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.