Janiczek Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$9.34K	Sell	47 -54	-53%	-$11.1K	﹤0.01%	670
2024 Q1	$21.5K	Hold	101	–	–	﹤0.01%	559
2023 Q4	$22.2K	Sell	101 -10	-9%	-$1.93K	0.01%	527
2023 Q3	$22.7K	Hold	111	–	–	0.01%	507
2023 Q2	$18.6K	Buy	111 +70	+171%	+$13K	0.01%	472
2023 Q1	$9.91K	Sell	41 -10	-20%	-$2.07K	﹤0.01%	567
2022 Q4	$10.4K	Buy	51 +46	+920%	+$10.7K	﹤0.01%	554
2022 Q3	$1K	Buy	+5	New	+$1.04K	﹤0.01%	895

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janiczek Wealth Management's AZPN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Aspen Technology Inc (AZPN) stake by 53% in Q2 2024, selling an estimated $11.1K and leaving 47 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Janiczek Wealth Management first reported a position in AZPN in Q3 2022 and has held it in 8 quarters since. The position peaked at $22.7K in Q3 2023. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

Janiczek Wealth Management held 47 shares of Aspen Technology Inc worth $9.34K as of Q2 2024.
Janiczek Wealth Management sold 54 Aspen Technology Inc shares in Q2 2024, an estimated $11.1K.
Aspen Technology Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #670 holding.
Janiczek Wealth Management first reported a position in Aspen Technology Inc in Q3 2022 and has held it in 8 quarters since.
Janiczek Wealth Management's Aspen Technology Inc position peaked at $22.7K in Q3 2023.
394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.