GLLW
AZPN

Graves Light Lenhart Wealth’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Graves Light Lenhart Wealth’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
-731
Closed -$121K – 709
2022
Q1 		$121K Buy
731
+149
+26% +$24.7K 0.02% 238
2021
Q4 		$89K Hold
582
– – 0.01% 322
2021
Q3 		$71K Hold
582
– – 0.01% 329
2021
Q2 		$80K Hold
582
– – 0.01% 314
2021
Q1 		$84K Hold
582
– – 0.01% 306
2020
Q4 		$76K Buy
+582
New +$76K 0.01% 309

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

Graves Light Lenhart Wealth's AZPN Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 731 shares — an estimated $121K sold.

Graves Light Lenhart Wealth first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $121K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Graves Light Lenhart Wealth reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 731 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $121K.
  • Graves Light Lenhart Wealth first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Graves Light Lenhart Wealth's ASPEN TECHNOLOGY INC position peaked at $121K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.