Jones Financial Companies
AZPN

Jones Financial Companies’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Jones Financial Companies’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
-14
Closed -$2K – 863
2022
Q1 		$2K Sell
14
-47
-77% -$6.71K ﹤0.01% 665
2021
Q4 		$9K Hold
61
– – ﹤0.01% 574
2021
Q3 		$7K Hold
61
– – ﹤0.01% 554
2021
Q2 		$8K Hold
61
– – ﹤0.01% 511
2021
Q1 		$9K Sell
61
-16
-21% -$2.36K ﹤0.01% 554
2020
Q4 		$10K Buy
+77
New +$10K ﹤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 $1.88B AUM 29.07% 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

Jones Financial Companies's AZPN Position: Q2 2022 in Review

Jones Financial Companies sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 14 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Jones Financial Companies reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Jones Financial Companies sold 14 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $2K.
  • Jones Financial Companies first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Jones Financial Companies's ASPEN TECHNOLOGY INC position peaked at $10K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Jones Financial Companies's 13F filing for Q2 2022, filed 8 Aug 2022.