HIM
AZPN

Hillsdale Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Hillsdale Investment Management’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
-90
Closed -$15K – 640
2022
Q1 		$15K Buy
+90
New +$15K ﹤0.01% 514
2021
Q2 		– Sell
-3,560
Closed -$514K – 682
2021
Q1 		$514K Buy
3,560
+3,490
+4,986% +$504K 0.04% 357
2020
Q4 		$9K Buy
+70
New +$9K ﹤0.01% 513
2020
Q1 		– Sell
-4,170
Closed -$504K – 711
2019
Q4 		$504K Buy
4,170
+50
+1% +$6.04K 0.04% 356
2019
Q3 		$508K Buy
4,120
+20
+0.5% +$2.47K 0.04% 339
2019
Q2 		$510K Buy
+4,100
New +$510K 0.05% 333
2018
Q4 		– Sell
-3,860
Closed -$440K – 680
2018
Q3 		$440K Buy
+3,860
New +$440K 0.06% 203

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

Hillsdale Investment Management's AZPN Position: Q2 2022 in Review

Hillsdale Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 90 shares — an estimated $15K sold.

Hillsdale Investment Management first reported a position in AZPN in Q3 2018 and held it in 7 quarters. The position peaked at $514K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Hillsdale Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 90 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $15K.
  • Hillsdale Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2018 and held it in 7 quarters.
  • Hillsdale Investment Management's ASPEN TECHNOLOGY INC position peaked at $514K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Hillsdale Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.