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
2022
Q2 		– Sell
-3,461
Closed -$572K – 295
2022
Q1 		$572K Buy
3,461
+31
+0.9% +$5.12K 0.13% 166
2021
Q4 		$522K Buy
3,430
+1,192
+53% +$181K 0.11% 178
2021
Q3 		$275K Sell
2,238
-274
-11% -$33.7K 0.06% 239
2021
Q2 		$346K Buy
2,512
+279
+12% +$38.4K 0.07% 222
2021
Q1 		$322K Buy
2,233
+439
+24% +$63.3K 0.07% 204
2020
Q4 		$234K Buy
+1,794
New +$234K 0.06% 226

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 $8.74B AUM 14.62% 1-Year Est. Return

Intercontinental Wealth Advisors's AZPN Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,461 shares — an estimated $572K sold.

Intercontinental Wealth Advisors first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $572K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Intercontinental Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 3,461 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $572K.
  • Intercontinental Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Intercontinental Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $572K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.