HSA
AZPN

HBK Sorce Advisory’s Aspen Technology Inc AZPN Stock Holding History

HBK Sorce 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
Q1 		– Sell
-36,132
Closed -$2.06M – 841
2022
Q4 		$2.06M Buy
36,132
+14,881
+70% +$3.46M 0.06% 180
2022
Q3 		$1.06M Buy
+21,251
New +$4.42M 0.07% 169

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

HBK Sorce Advisory's AZPN Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 36,132 shares — an estimated $2.06M sold.

HBK Sorce Advisory first reported a position in AZPN in Q3 2022 and held it in 2 quarters. The position peaked at $2.06M in Q4 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 36,132 Aspen Technology Inc shares in Q1 2023, an estimated $2.06M.
  • HBK Sorce Advisory first reported a position in Aspen Technology Inc in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Aspen Technology Inc position peaked at $2.06M in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.