FW
AZPN

FirstPurpose Wealth’s Aspen Technology Inc AZPN Stock Holding History

FirstPurpose Wealth’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
-922
Closed -$203K – 230
2023
Q4 		$203K Buy
+922
New +$177K 0.08% 204

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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
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Wells Fargo
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FirstPurpose Wealth's AZPN Position: Q1 2024 in Review

FirstPurpose Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 922 shares — an estimated $203K sold.

FirstPurpose Wealth first reported a position in AZPN in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • FirstPurpose Wealth reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • FirstPurpose Wealth sold 922 Aspen Technology Inc shares in Q1 2024, an estimated $203K.
  • FirstPurpose Wealth first reported a position in Aspen Technology Inc in Q4 2023 and held it in 1 quarter.
  • FirstPurpose Wealth's Aspen Technology Inc position peaked at $203K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.