FORA Capital’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

FORA Capital’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	-8,285	Closed	-$1.36M	–	761
2022 Q1	$1.36M	Buy	+8,285	New	+$1.36M	0.24%	123
2021 Q2	–	Sell	-172	Closed	-$25K	–	1262
2021 Q1	$25K	Buy	+172	New	+$25K	0.01%	656
2020 Q4	–	Sell	-1,482	Closed	-$188K	–	1219
2020 Q3	$188K	Sell	1,482 -170	-10%	-$21.6K	0.12%	182
2020 Q2	$171K	Buy	+1,652	New	+$171K	0.06%	382

Other funds holding AZPN

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 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

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

FORA Capital's AZPN Position: Q2 2022 in Review

FORA Capital sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 8,285 shares — an estimated $1.36M sold.

FORA Capital first reported a position in AZPN in Q2 2020 and held it in 4 quarters. The position peaked at $1.36M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

FORA Capital reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
FORA Capital sold 8,285 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1.36M.
FORA Capital first reported a position in ASPEN TECHNOLOGY INC in Q2 2020 and held it in 4 quarters.
FORA Capital's ASPEN TECHNOLOGY INC position peaked at $1.36M in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on FORA Capital's 13F filing for Q2 2022, filed 11 Aug 2022.