EC
AZPN

Estate Counselors’s Aspen Technology Inc AZPN Stock Holding History

Estate Counselors’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
2024
Q1 		– Sell
-6,375
Closed -$1.4M – 156
2023
Q4 		$1.4M Hold
6,375
– – 0.17% 79
2023
Q3 		$1.3M Buy
6,375
+25
+0.4% +$4.71K 0.17% 78
2023
Q2 		$1.06M Hold
6,350
– – 0.13% 106
2023
Q1 		$1.45M Buy
+6,350
New +$1.32M 0.19% 56

Other funds holding AZPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Estate Counselors's AZPN Position: Q1 2024 in Review

Estate Counselors sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 6,375 shares — an estimated $1.4M sold.

Estate Counselors first reported a position in AZPN in Q1 2023 and held it in 4 quarters. The position peaked at $1.45M in Q1 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Estate Counselors reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 6,375 Aspen Technology Inc shares in Q1 2024, an estimated $1.4M.
  • Estate Counselors first reported a position in Aspen Technology Inc in Q1 2023 and held it in 4 quarters.
  • Estate Counselors's Aspen Technology Inc position peaked at $1.45M in Q1 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.