HFS
AZPN

Heritage Financial Services’s Aspen Technology Inc AZPN Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-84
Closed -$15K – 530
2022
Q2 		$15K Buy
+84
New +$14.9K 0.01% 273

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Heritage Financial Services's AZPN Position: Q3 2022 in Review

Heritage Financial Services sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 84 shares — an estimated $15K sold.

Heritage Financial Services first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • Heritage Financial Services reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 84 Aspen Technology Inc shares in Q3 2022, an estimated $15K.
  • Heritage Financial Services first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Aspen Technology Inc position peaked at $15K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.