Kolinsky Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Kolinsky 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
2022 Q2	–	Sell	-2,300	Closed	-$380K	–	151
2022 Q1	$380K	Sell	2,300 -317	-12%	-$52.4K	0.37%	54
2021 Q4	$398K	Buy	+2,617	New	+$398K	0.37%	56

Other funds holding AZPN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 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 $3.02B AUM 91.56% 1-Year Est. Return

C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 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

Kolinsky Wealth Management's AZPN Position: Q2 2022 in Review

Kolinsky Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,300 shares — an estimated $380K sold.

Kolinsky Wealth Management first reported a position in AZPN in Q4 2021 and held it in 2 quarters. The position peaked at $398K in Q4 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Kolinsky Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Kolinsky Wealth Management sold 2,300 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $380K.
Kolinsky Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2021 and held it in 2 quarters.
Kolinsky Wealth Management's ASPEN TECHNOLOGY INC position peaked at $398K in Q4 2021.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Kolinsky Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.