GA
AZPN

GoalVest Advisory’s Aspen Technology Inc AZPN Stock Holding History

GoalVest Advisory’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
-60
Closed -$12.3K – 510
2023
Q3 		$12.3K Buy
60
+2
+3% +$376 0.01% 255
2023
Q2 		$9.72K Buy
+58
New +$10.8K 0.01% 254

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GoalVest Advisory's AZPN Position: Q4 2023 in Review

GoalVest Advisory sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 60 shares — an estimated $12.3K sold.

GoalVest Advisory first reported a position in AZPN in Q2 2023 and held it in 2 quarters. The position peaked at $12.3K in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • GoalVest Advisory reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 60 Aspen Technology Inc shares in Q4 2023, an estimated $12.3K.
  • GoalVest Advisory first reported a position in Aspen Technology Inc in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Aspen Technology Inc position peaked at $12.3K in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.