GSEP
AZPN

Golden State Equity Partners’s Aspen Technology Inc AZPN Stock Holding History

Golden State Equity 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
Q4 		– Sell
-160
Closed -$38.2K – 917
2024
Q3 		$38.2K Buy
+160
New +$33.7K 0.02% 423

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Equity Partners's AZPN Position: Q4 2024 in Review

Golden State Equity Partners sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 160 shares — an estimated $38.2K sold.

Golden State Equity Partners first reported a position in AZPN in Q3 2024 and held it in 1 quarter. The position peaked at $38.2K in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Golden State Equity Partners reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 160 Aspen Technology Inc shares in Q4 2024, an estimated $38.2K.
  • Golden State Equity Partners first reported a position in Aspen Technology Inc in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Aspen Technology Inc position peaked at $38.2K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.