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 Q2	–	Sell	-155	Closed	-$26K	–	660
2022 Q1	$26K	Hold	155	–	–	﹤0.01%	419
2021 Q4	$24K	Hold	155	–	–	﹤0.01%	428
2021 Q3	$19K	Hold	155	–	–	﹤0.01%	459
2021 Q2	$21K	Hold	155	–	–	﹤0.01%	449
2021 Q1	$22K	Hold	155	–	–	﹤0.01%	448
2020 Q4	$20K	Hold	155	–	–	﹤0.01%	421
2020 Q3	$20K	Hold	155	–	–	﹤0.01%	397
2020 Q2	$16K	Hold	155	–	–	﹤0.01%	422
2020 Q1	$15K	Hold	155	–	–	﹤0.01%	391
2019 Q4	$19K	Hold	155	–	–	﹤0.01%	363
2019 Q3	$19K	Buy	+155	New	+$19K	﹤0.01%	363

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 $1.6B 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

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

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

Endurance Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 155 shares — an estimated $26K sold.

Endurance Wealth Management first reported a position in AZPN in Q3 2019 and held it in 11 quarters. The position peaked at $26K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Endurance Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Endurance Wealth Management sold 155 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $26K.
Endurance Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2019 and held it in 11 quarters.
Endurance Wealth Management's ASPEN TECHNOLOGY INC position peaked at $26K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Endurance Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.