KI
AZPN

Kula Investments’s Aspen Technology Inc AZPN Stock Holding History

Kula Investments’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
2023
Q1 		– Sell
-1,773
Closed -$364K – 890
2022
Q4 		$364K Buy
+1,773
New +$412K 0.11% 313

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Franklin Resources
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State Street
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Neuberger Berman Group
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Nordea Investment Management
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JSP
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Kula Investments's AZPN Position: Q1 2023 in Review

Kula Investments sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 1,773 shares — an estimated $364K sold.

Kula Investments first reported a position in AZPN in Q4 2022 and held it in 1 quarter. The position peaked at $364K in Q4 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • Kula Investments reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 1,773 Aspen Technology Inc shares in Q1 2023, an estimated $364K.
  • Kula Investments first reported a position in Aspen Technology Inc in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Aspen Technology Inc position peaked at $364K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.