EP Wealth Advisors’s ASPEN GROUP, INC. ASPU Stock Holding History

EP Wealth Advisors’s Portfolio ASPU Stock Details ASPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,905	Closed	-$71K	–	554
2021 Q1	$71K	Hold	11,905	–	–	﹤0.01%	488
2020 Q4	$133K	Buy	+11,905	New	+$132K	﹤0.01%	434

Other funds holding ASPU

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Scholtz & Company Stamford, Connecticut $195M AUM 12.04% 1-Year Est. Return

EP Wealth Advisors's ASPU Position: Q2 2021 in Review

EP Wealth Advisors sold out of ASPEN GROUP, INC. (ASPU) in Q2 2021, closing a stake of 11,905 shares — an estimated $71K sold.

EP Wealth Advisors first reported a position in ASPU in Q4 2020 and held it in 2 quarters. The position peaked at $133K in Q4 2020. 61 funds tracked by Wall St. Rank hold ASPU as of Q2 2021.

EP Wealth Advisors reported no remaining ASPEN GROUP, INC. position as of Q2 2021 after selling out during the quarter.
EP Wealth Advisors sold 11,905 ASPEN GROUP, INC. shares in Q2 2021, an estimated $71K.
EP Wealth Advisors first reported a position in ASPEN GROUP, INC. in Q4 2020 and held it in 2 quarters.
EP Wealth Advisors's ASPEN GROUP, INC. position peaked at $133K in Q4 2020.
61 funds tracked by Wall St. Rank held ASPEN GROUP, INC. as of Q2 2021.

Based on EP Wealth Advisors's 13F filing for Q2 2021, filed 24 Aug 2021.