KLC
AZPN

Knowledge Leaders Capital’s Aspen Technology Inc AZPN Stock Holding History

Knowledge Leaders Capital’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
Q4 		– Sell
-4,178
Closed -$995K – 127
2022
Q3 		$995K Sell
4,178
-2,704
-39% -$562K 1.27% 14
2022
Q2 		$1.26M Buy
+6,882
New +$1.22M 1.22% 19

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JSP
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BAMCO Inc
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Knowledge Leaders Capital's AZPN Position: Q4 2022 in Review

Knowledge Leaders Capital sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 4,178 shares — an estimated $995K sold.

Knowledge Leaders Capital first reported a position in AZPN in Q2 2022 and held it in 2 quarters. The position peaked at $1.26M in Q2 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Knowledge Leaders Capital reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • Knowledge Leaders Capital sold 4,178 Aspen Technology Inc shares in Q4 2022, an estimated $995K.
  • Knowledge Leaders Capital first reported a position in Aspen Technology Inc in Q2 2022 and held it in 2 quarters.
  • Knowledge Leaders Capital's Aspen Technology Inc position peaked at $1.26M in Q2 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Knowledge Leaders Capital's 13F filing for Q4 2022, filed 7 Feb 2023.