IWP
AZPN

Icon Wealth Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Icon Wealth Partners’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
-4,088
Closed -$676K – 348
2022
Q1 		$676K Sell
4,088
-302
-7% -$49.9K 0.07% 183
2021
Q4 		$668K Sell
4,390
-52
-1% -$7.91K 0.07% 187
2021
Q3 		$545K Buy
4,442
+231
+5% +$28.3K 0.06% 218
2021
Q2 		$579K Buy
4,211
+524
+14% +$72K 0.06% 212
2021
Q1 		$532K Buy
3,687
+802
+28% +$116K 0.07% 205
2020
Q4 		$376K Buy
2,885
+630
+28% +$82.1K 0.06% 205
2020
Q3 		$285K Buy
+2,255
New +$285K 0.06% 207

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

Icon Wealth Partners's AZPN Position: Q2 2022 in Review

Icon Wealth Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 4,088 shares — an estimated $676K sold.

Icon Wealth Partners first reported a position in AZPN in Q3 2020 and held it in 7 quarters. The position peaked at $676K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Icon Wealth Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 4,088 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $676K.
  • Icon Wealth Partners first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 7 quarters.
  • Icon Wealth Partners's ASPEN TECHNOLOGY INC position peaked at $676K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.