EWA
AZPN

EverSource Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

EverSource Wealth Advisors’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
-3,708
Closed -$613K – 1967
2022
Q1 		$613K Buy
3,708
+1,924
+108% +$318K 0.16% 126
2021
Q4 		$271K Buy
+1,784
New +$271K 0.08% 184

Other funds holding AZPN

BAMCO Inc
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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
IA
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

EverSource Wealth Advisors's AZPN Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,708 shares — an estimated $613K sold.

EverSource Wealth Advisors first reported a position in AZPN in Q4 2021 and held it in 2 quarters. The position peaked at $613K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,708 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $613K.
  • EverSource Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $613K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.