LWAC
AZPN

Laurel Wealth Advisors (California)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Laurel Wealth Advisors (California)’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
-7,432
Closed -$1.23M – 776
2022
Q1 		$1.23M Buy
7,432
+1,317
+22% +$218K 0.1% 215
2021
Q4 		$931K Buy
+6,115
New +$931K 0.07% 276

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

Laurel Wealth Advisors (California)'s AZPN Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 7,432 shares — an estimated $1.23M sold.

Laurel Wealth Advisors (California) first reported a position in AZPN in Q4 2021 and held it in 2 quarters. The position peaked at $1.23M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 7,432 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1.23M.
  • Laurel Wealth Advisors (California) first reported a position in ASPEN TECHNOLOGY INC in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s ASPEN TECHNOLOGY INC position peaked at $1.23M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.