LAS
AZPN

Lloyd Advisory Services’s Aspen Technology Inc AZPN Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-1,846
Closed -$377K – 345
2023
Q3 		$377K Buy
+1,846
New +$347K 0.12% 158

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Lloyd Advisory Services's AZPN Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 1,846 shares — an estimated $377K sold.

Lloyd Advisory Services first reported a position in AZPN in Q3 2023 and held it in 1 quarter. The position peaked at $377K in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,846 Aspen Technology Inc shares in Q4 2023, an estimated $377K.
  • Lloyd Advisory Services first reported a position in Aspen Technology Inc in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Aspen Technology Inc position peaked at $377K in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.