HPC
AZPN

HM Payson & Co’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

HM Payson & Co’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
-485
Closed -$80K – 1194
2022
Q1 		$80K Buy
485
+385
+385% +$63.5K ﹤0.01% 528
2021
Q4 		$15K Sell
100
-450
-82% -$67.5K ﹤0.01% 820
2021
Q3 		$68K Hold
550
– – ﹤0.01% 544
2021
Q2 		$76K Buy
+550
New +$76K ﹤0.01% 525
2020
Q2 		– Sell
-79
Closed -$8K – 967
2020
Q1 		$8K Sell
79
-3,541
-98% -$359K ﹤0.01% 766
2019
Q4 		$438K Hold
3,620
– – 0.01% 273
2019
Q3 		$446K Sell
3,620
-536
-13% -$66K 0.02% 271
2019
Q2 		$516K Buy
+4,156
New +$516K 0.02% 267

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 $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

HM Payson & Co's AZPN Position: Q2 2022 in Review

HM Payson & Co sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 485 shares — an estimated $80K sold.

HM Payson & Co first reported a position in AZPN in Q2 2019 and held it in 8 quarters. The position peaked at $516K in Q2 2019. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • HM Payson & Co reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • HM Payson & Co sold 485 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $80K.
  • HM Payson & Co first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 8 quarters.
  • HM Payson & Co's ASPEN TECHNOLOGY INC position peaked at $516K in Q2 2019.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.