JWA
AZPN

JFS Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

JFS 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
-219
Closed -$36K – 2022
2022
Q1 		$36K Hold
219
– – ﹤0.01% 488
2021
Q4 		$33K Buy
+219
New +$33K ﹤0.01% 490
2018
Q2 		– Sell
-70
Closed -$6K – 578
2018
Q1 		$6K Hold
70
– – ﹤0.01% 414
2017
Q4 		$5K Buy
+70
New +$5K ﹤0.01% 438

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

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

JFS Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 219 shares — an estimated $36K sold.

JFS Wealth Advisors first reported a position in AZPN in Q4 2017 and held it in 4 quarters. The position peaked at $36K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • JFS Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 219 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $36K.
  • JFS Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 4 quarters.
  • JFS Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $36K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.