LNWWM
AZPN

Laird Norton Wetherby Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Laird Norton Wetherby 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
-1,556
Closed -$257K – 1003
2022
Q1 		$257K Buy
1,556
+17
+1% +$2.81K 0.01% 767
2021
Q4 		$234K Buy
+1,539
New +$234K 0.01% 803
2021
Q3 		– Sell
-1,532
Closed -$211K – 973
2021
Q2 		$211K Buy
1,532
+146
+11% +$20.1K 0.01% 854
2021
Q1 		$200K Buy
+1,386
New +$200K 0.02% 742

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

Laird Norton Wetherby Wealth Management's AZPN Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,556 shares — an estimated $257K sold.

Laird Norton Wetherby Wealth Management first reported a position in AZPN in Q1 2021 and held it in 4 quarters. The position peaked at $257K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,556 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $257K.
  • Laird Norton Wetherby Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's ASPEN TECHNOLOGY INC position peaked at $257K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

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