IWA
AZPN

Icon Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Icon Wealth 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
Q4 		$261K Sell
1,272
-75
-6% -$17.4K 0.03% 271
2022
Q3 		$321K Buy
+1,347
New +$280K 0.04% 233

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Icon Wealth Advisors's AZPN Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Aspen Technology Inc (AZPN) stake by 5.6% in Q4 2022, selling an estimated $17.4K and leaving 1,272 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #271.

Icon Wealth Advisors first reported a position in AZPN in Q3 2022 and has held it in 2 quarters since. The position peaked at $321K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Icon Wealth Advisors held 1,272 shares of Aspen Technology Inc worth $261K as of Q4 2022.
  • Icon Wealth Advisors sold 75 Aspen Technology Inc shares in Q4 2022, an estimated $17.4K.
  • Aspen Technology Inc made up 0.03% of Icon Wealth Advisors's portfolio in Q4 2022, its #271 holding.
  • Icon Wealth Advisors first reported a position in Aspen Technology Inc in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's Aspen Technology Inc position peaked at $321K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.