FourThought Financial Partners’s Aspen Technology Inc AZPN Stock Holding History

FourThought Financial Partners’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 Q3	–	Sell	-3,978	Closed	-$790K	–	182
2024 Q2	$790K	Buy	3,978 +120	+3%	+$24.7K	0.1%	123
2024 Q1	$823K	Buy	3,858 +620	+19%	+$122K	0.09%	155
2023 Q4	$713K	Sell	3,238 -73	-2%	-$14.1K	0.09%	155
2023 Q3	$676K	Buy	3,311 +53	+2%	+$9.98K	0.09%	154
2023 Q2	$546K	Buy	3,258 +904	+38%	+$168K	0.07%	179
2023 Q1	$539K	Buy	2,354 +9	+0.4%	+$1.87K	0.07%	172
2022 Q4	$482K	Buy	+2,345	New	+$545K	0.07%	190

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial Partners's AZPN Position: Q3 2024 in Review

FourThought Financial Partners sold out of Aspen Technology Inc (AZPN) in Q3 2024, closing a stake of 3,978 shares — an estimated $790K sold.

FourThought Financial Partners first reported a position in AZPN in Q4 2022 and held it in 7 quarters. The position peaked at $823K in Q1 2024. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

FourThought Financial Partners reported no remaining Aspen Technology Inc position as of Q3 2024 after selling out during the quarter.
FourThought Financial Partners sold 3,978 Aspen Technology Inc shares in Q3 2024, an estimated $790K.
FourThought Financial Partners first reported a position in Aspen Technology Inc in Q4 2022 and held it in 7 quarters.
FourThought Financial Partners's Aspen Technology Inc position peaked at $823K in Q1 2024.
424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on FourThought Financial Partners's 13F filing for Q3 2024, filed 13 Nov 2024.