CVA Family Office’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

CVA Family Office’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	-340	Closed	-$56K	–	1021
2022 Q1	$56K	Hold	340	–	–	0.01%	375
2021 Q4	$52K	Buy	+340	New	+$52K	0.01%	360
2021 Q3	–	Sell	-392	Closed	-$54K	–	965
2021 Q2	$54K	Buy	392 +348	+791%	+$47.9K	0.02%	352
2021 Q1	$6K	Buy	+44	New	+$6K	﹤0.01%	610

Other funds holding AZPN

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 Decatur, Illinois $1.88B AUM 29.07% 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

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

CVA Family Office's AZPN Position: Q2 2022 in Review

CVA Family Office sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 340 shares — an estimated $56K sold.

CVA Family Office first reported a position in AZPN in Q1 2021 and held it in 4 quarters. The position peaked at $56K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

CVA Family Office reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
CVA Family Office sold 340 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $56K.
CVA Family Office first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and held it in 4 quarters.
CVA Family Office's ASPEN TECHNOLOGY INC position peaked at $56K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on CVA Family Office's 13F filing for Q2 2022, filed 11 Jul 2022.