EWM
AZPN

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

Endurance 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
-65
Closed -$12K – 648
2022
Q2 		$12K Buy
+65
New +$11.6K ﹤0.01% 475

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

Endurance Wealth Management sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 65 shares — an estimated $12K sold.

Endurance Wealth Management first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • Endurance Wealth Management reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 65 Aspen Technology Inc shares in Q3 2022, an estimated $12K.
  • Endurance Wealth Management first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
  • Endurance Wealth Management's Aspen Technology Inc position peaked at $12K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.