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
Q2 		– Sell
-2,809
Closed -$464K – 753
2022
Q1 		$464K Buy
2,809
+111
+4% +$18.3K 0.08% 66
2021
Q4 		$410K Hold
2,698
– – 0.07% 74
2021
Q3 		$331K Hold
2,698
– – 0.15% 59
2021
Q2 		$371K Hold
2,698
– – 0.19% 59
2021
Q1 		$389K Hold
2,698
– – 0.25% 47
2020
Q4 		$351K Buy
+2,698
New +$351K 0.25% 50

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

Curi Wealth Management's AZPN Position: Q2 2022 in Review

Curi Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,809 shares — an estimated $464K sold.

Curi Wealth Management first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $464K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Curi Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2,809 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $464K.
  • Curi Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's ASPEN TECHNOLOGY INC position peaked at $464K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.