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
2022
Q2 		– Sell
-5
Closed -$1K – 2146
2022
Q1 		$1K Buy
+5
New +$1K ﹤0.01% 1607
2019
Q4 		– Sell
-3
Closed – – 1678
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1590
2019
Q2 		$0 Buy
+3
New – ﹤0.01% 1563

Other funds holding AZPN

BAMCO Inc
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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
IA
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

Glassman Wealth Services's AZPN Position: Q2 2022 in Review

Glassman Wealth Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in AZPN in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Glassman Wealth Services reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 5 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 3 quarters.
  • Glassman Wealth Services's ASPEN TECHNOLOGY INC position peaked at $1K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.