Kestra Advisory Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Kestra Advisory Services’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	-1,531	Closed	-$253K	–	2273
2022 Q1	$253K	Buy	1,531 +159	+12%	+$26.3K	﹤0.01%	1692
2021 Q4	$209K	Buy	+1,372	New	+$209K	﹤0.01%	1855

Other funds holding AZPN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

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

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Kestra Advisory Services's AZPN Position: Q2 2022 in Review

Kestra Advisory Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,531 shares — an estimated $253K sold.

Kestra Advisory Services first reported a position in AZPN in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Kestra Advisory Services reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Kestra Advisory Services sold 1,531 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $253K.
Kestra Advisory Services first reported a position in ASPEN TECHNOLOGY INC in Q4 2021 and held it in 2 quarters.
Kestra Advisory Services's ASPEN TECHNOLOGY INC position peaked at $253K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Kestra Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.