Lido Advisors
AZPN

Lido Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Lido Advisors’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
-2,393
Closed -$395K – 1097
2022
Q1 		$395K Sell
2,393
-12
-0.5% -$1.98K ﹤0.01% 689
2021
Q4 		$366K Sell
2,405
-20
-0.8% -$3.04K ﹤0.01% 729
2021
Q3 		$297K Sell
2,425
-531
-18% -$65K ﹤0.01% 754
2021
Q2 		$407K Buy
2,956
+69
+2% +$9.5K 0.01% 605
2021
Q1 		$417K Sell
2,887
-8
-0.3% -$1.16K 0.01% 551
2020
Q4 		$377K Buy
+2,895
New +$377K 0.01% 557

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 $1.6B AUM 20.7% 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

Lido Advisors's AZPN Position: Q2 2022 in Review

Lido Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,393 shares — an estimated $395K sold.

Lido Advisors first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $417K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Lido Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Lido Advisors sold 2,393 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $395K.
  • Lido Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Lido Advisors's ASPEN TECHNOLOGY INC position peaked at $417K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.