Howe & Rusling’s Aspen Technology Inc AZPN Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-9	Closed	-$2K	–	1083
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	926
2022 Q2	$2K	Buy	+9	New	+$1.6K	﹤0.01%	912

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JSP

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Howe & Rusling's AZPN Position: Q4 2022 in Review

Howe & Rusling sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 9 shares — an estimated $2K sold.

Howe & Rusling first reported a position in AZPN in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

Howe & Rusling reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 9 Aspen Technology Inc shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Aspen Technology Inc in Q2 2022 and held it in 2 quarters.
Howe & Rusling's Aspen Technology Inc position peaked at $2K in Q3 2022.
384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.