GWS
AZPN

Glassman Wealth Services’s Aspen Technology Inc AZPN Stock Holding History

Glassman Wealth Services’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
-3
Closed -$660 – 1919
2023
Q4 		$660 Sell
3
-2
-40% -$385 ﹤0.01% 1658
2023
Q3 		$1.02K Buy
5
+4
+400% +$753 ﹤0.01% 1541
2023
Q2 		$168 Sell
1
-6
-86% -$1.11K ﹤0.01% 1842
2023
Q1 		$1.6K Sell
7
-1
-13% -$207 ﹤0.01% 1306
2022
Q4 		$1.64K Hold
8
– – ﹤0.01% 1301
2022
Q3 		$2K Buy
8
+6
+300% +$1.25K ﹤0.01% 1289
2022
Q2 		$0 Buy
+2
New +$356 ﹤0.01% 2065

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glassman Wealth Services's AZPN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 3 shares — an estimated $660 sold.

Glassman Wealth Services first reported a position in AZPN in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 3 Aspen Technology Inc shares in Q1 2024, an estimated $660.
  • Glassman Wealth Services first reported a position in Aspen Technology Inc in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Aspen Technology Inc position peaked at $2K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.