HighTower Advisors
AZPN

HighTower Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

HighTower Advisors’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
-5,603
Closed -$918K – 3683
2022
Q1 		$918K Buy
5,603
+454
+9% +$74.4K ﹤0.01% 1811
2021
Q4 		$792K Sell
5,149
-393
-7% -$60.5K ﹤0.01% 1889
2021
Q3 		$671K Sell
5,542
-8,410
-60% -$1.02M ﹤0.01% 1881
2021
Q2 		$1.93M Buy
13,952
+851
+6% +$118K 0.01% 1240
2021
Q1 		$1.9M Buy
13,101
+869
+7% +$126K 0.01% 1151
2020
Q4 		$1.6M Buy
12,232
+428
+4% +$56.1K 0.01% 1007
2020
Q3 		$1.5M Buy
11,804
+1,252
+12% +$159K 0.01% 1015
2020
Q2 		$1.1M Buy
10,552
+1,237
+13% +$129K 0.01% 1062
2020
Q1 		$896K Buy
+9,315
New +$896K 0.01% 1063
2019
Q4 		– Sell
-8,414
Closed -$1.04M – 2642
2019
Q3 		$1.04M Buy
8,414
+1,202
+17% +$149K 0.01% 1168
2019
Q2 		$889K Buy
7,212
+1,871
+35% +$231K 0.01% 1239
2019
Q1 		$555K Buy
5,341
+818
+18% +$85K ﹤0.01% 1407
2018
Q4 		$370K Buy
4,523
+1,244
+38% +$102K ﹤0.01% 1506
2018
Q3 		$373K Buy
3,279
+351
+12% +$39.9K ﹤0.01% 1614
2018
Q2 		$271K Sell
2,928
-4,812
-62% -$445K ﹤0.01% 1746
2018
Q1 		$613K Buy
+7,740
New +$613K 0.01% 1320
2017
Q2 		– Sell
-5,535
Closed -$329K – 2422
2017
Q1 		$329K Buy
5,535
+498
+10% +$29.6K ﹤0.01% 1508
2016
Q4 		$275K Buy
+5,037
New +$275K ﹤0.01% 1522
2016
Q2 		– Sell
-8,061
Closed -$293K – 2194
2016
Q1 		$293K Sell
8,061
-166
-2% -$6.03K ﹤0.01% 1619
2015
Q4 		$310K Buy
+8,227
New +$310K ﹤0.01% 1552

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 $1.6B AUM 20.7% 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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

HighTower Advisors's AZPN Position: Q2 2022 in Review

HighTower Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 5,603 shares — an estimated $918K sold.

HighTower Advisors first reported a position in AZPN in Q4 2015 and held it in 20 quarters. The position peaked at $1.93M in Q2 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • HighTower Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • HighTower Advisors sold 5,603 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $918K.
  • HighTower Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2015 and held it in 20 quarters.
  • HighTower Advisors's ASPEN TECHNOLOGY INC position peaked at $1.93M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.