ECM
AZPN

Exchange Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Exchange Capital 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
-3,887
Closed -$643K – 166
2022
Q1 		$643K Hold
3,887
– – 0.12% 131
2021
Q4 		$592K Buy
3,887
+25
+0.6% +$3.81K 0.11% 134
2021
Q3 		$474K Buy
+3,862
New +$474K 0.09% 138

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 $1.6B 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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

Exchange Capital Management's AZPN Position: Q2 2022 in Review

Exchange Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,887 shares — an estimated $643K sold.

Exchange Capital Management first reported a position in AZPN in Q3 2021 and held it in 3 quarters. The position peaked at $643K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Exchange Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Exchange Capital Management sold 3,887 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $643K.
  • Exchange Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 3 quarters.
  • Exchange Capital Management's ASPEN TECHNOLOGY INC position peaked at $643K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Exchange Capital Management's 13F filing for Q2 2022, filed 28 Jul 2022.