FA
AZPN

FDx Advisors’s Aspen Technology Inc AZPN Stock Holding History

FDx 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
2023
Q3 		– Sell
-4,286
Closed -$718K – 790
2023
Q2 		$718K Sell
4,286
-269
-6% -$49.9K 0.04% 368
2023
Q1 		$936K Hold
4,555
– – 0.04% 313
2022
Q4 		$936K Sell
4,555
-1,388
-23% -$322K 0.04% 313
2022
Q3 		$1.42M Sell
5,943
-834
-12% -$173K 0.06% 233
2022
Q2 		$1.25M Buy
+6,777
New +$1.21M 0.05% 280

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FDx Advisors's AZPN Position: Q3 2023 in Review

FDx Advisors sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 4,286 shares — an estimated $718K sold.

FDx Advisors first reported a position in AZPN in Q2 2022 and held it in 5 quarters. The position peaked at $1.42M in Q3 2022. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • FDx Advisors reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 4,286 Aspen Technology Inc shares in Q3 2023, an estimated $718K.
  • FDx Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 5 quarters.
  • FDx Advisors's Aspen Technology Inc position peaked at $1.42M in Q3 2022.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.