EDRIA
AZPN

Edmonds Duncan Registered Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Edmonds Duncan Registered Investment 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
2023
Q1 		– Sell
-1,100
Closed -$226K – 149
2022
Q4 		$226K Hold
1,100
– – 0.07% 116
2022
Q3 		$262K Buy
+1,100
New +$229K 0.09% 93

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Edmonds Duncan Registered Investment Advisors's AZPN Position: Q1 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 1,100 shares — an estimated $226K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in AZPN in Q3 2022 and held it in 2 quarters. The position peaked at $262K in Q3 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 1,100 Aspen Technology Inc shares in Q1 2023, an estimated $226K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Aspen Technology Inc in Q3 2022 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Aspen Technology Inc position peaked at $262K in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.