GJIA
AZPN

Glass Jacobson Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Glass Jacobson Investment 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
Q4 		– Sell
-3
Closed -$614 – 838
2023
Q3 		$614 Hold
3
– – ﹤0.01% 733
2023
Q2 		$503 Buy
+3
New +$557 ﹤0.01% 754
2022
Q4 		$411 Buy
+2
New +$465 ﹤0.01% 801

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Glass Jacobson Investment Advisors's AZPN Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 3 shares — an estimated $614 sold.

Glass Jacobson Investment Advisors first reported a position in AZPN in Q4 2022 and held it in 3 quarters. The position peaked at $614 in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 3 Aspen Technology Inc shares in Q4 2023, an estimated $614.
  • Glass Jacobson Investment Advisors first reported a position in Aspen Technology Inc in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Aspen Technology Inc position peaked at $614 in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.