GI
AZPN

Gradient Investments’s Aspen Technology Inc AZPN Stock Holding History

Gradient Investments’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
-5
Closed -$1.1K – 1882
2023
Q4 		$1.1K Hold
5
– – ﹤0.01% 1393
2023
Q3 		$1.02K Buy
5
+4
+400% +$753 ﹤0.01% 1368
2023
Q2 		$168 Sell
1
-7
-88% -$1.3K ﹤0.01% 1652
2023
Q1 		$1.83K Buy
8
+7
+700% +$1.45K ﹤0.01% 1121
2022
Q4 		$205 Buy
+1
New +$232 ﹤0.01% 1383

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

Gradient Investments's AZPN Position: Q1 2024 in Review

Gradient Investments sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 5 shares — an estimated $1.1K sold.

Gradient Investments first reported a position in AZPN in Q4 2022 and held it in 5 quarters. The position peaked at $1.83K in Q1 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Gradient Investments reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Aspen Technology Inc shares in Q1 2024, an estimated $1.1K.
  • Gradient Investments first reported a position in Aspen Technology Inc in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's Aspen Technology Inc position peaked at $1.83K in Q1 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.