EI
AZPN

Ellevest Inc’s Aspen Technology Inc AZPN Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-12
Closed -$2.75K – 1713
2023
Q1 		$2.75K Sell
12
-20
-63% -$4.15K ﹤0.01% 1374
2022
Q4 		$6.57K Sell
32
-8
-20% -$1.86K ﹤0.01% 1129
2022
Q3 		$10K Buy
+40
New +$8.32K ﹤0.01% 1012

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State Street
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Nordea Investment Management
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
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JSP
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BAMCO Inc
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc's AZPN Position: Q2 2023 in Review

Ellevest Inc sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 12 shares — an estimated $2.75K sold.

Ellevest Inc first reported a position in AZPN in Q3 2022 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Ellevest Inc reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 12 Aspen Technology Inc shares in Q2 2023, an estimated $2.75K.
  • Ellevest Inc first reported a position in Aspen Technology Inc in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Aspen Technology Inc position peaked at $10K in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.