IWA
AZPN

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

Intercontinental 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
2023
Q2 		$442K Buy
2,636
+42
+2% +$7.8K 0.11% 200
2023
Q1 		$594K Buy
2,594
+828
+47% +$172K 0.15% 157
2022
Q4 		$363K Sell
1,766
-5
-0.3% -$1.16K 0.11% 212
2022
Q3 		$422K Buy
1,771
+8
+0.5% +$1.66K 0.13% 179
2022
Q2 		$324K Buy
+1,763
New +$314K 0.09% 214

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intercontinental Wealth Advisors's AZPN Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Aspen Technology Inc (AZPN) stake by 1.6% in Q2 2023, buying an estimated $7.8K and bringing the position to 2,636 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #200.

Intercontinental Wealth Advisors first reported a position in AZPN in Q2 2022 and has held it in 5 quarters since. The position peaked at $594K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,636 shares of Aspen Technology Inc worth $442K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 42 Aspen Technology Inc shares in Q2 2023, an estimated $7.8K.
  • Aspen Technology Inc made up 0.11% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #200 holding.
  • Intercontinental Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 5 quarters since.
  • Intercontinental Wealth Advisors's Aspen Technology Inc position peaked at $594K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.