HIA
AZPN

Harbor Investment Advisory’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Harbor Investment 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
2022
Q1 		– Sell
-391
Closed -$60K – 1428
2021
Q4 		$60K Sell
391
-125
-24% -$19.2K 0.01% 690
2021
Q3 		$63K Buy
+516
New +$63K 0.01% 671

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbor Investment Advisory's AZPN Position: Q1 2022 in Review

Harbor Investment Advisory sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2022, closing a stake of 391 shares — an estimated $60K sold.

Harbor Investment Advisory first reported a position in AZPN in Q3 2021 and held it in 2 quarters. The position peaked at $63K in Q3 2021. 381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

  • Harbor Investment Advisory reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 391 ASPEN TECHNOLOGY INC shares in Q1 2022, an estimated $60K.
  • Harbor Investment Advisory first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 2 quarters.
  • Harbor Investment Advisory's ASPEN TECHNOLOGY INC position peaked at $63K in Q3 2021.
  • 381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.