LWCFA
AZPN

Loring Wolcott & Coolidge Fiduciary Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-16
Closed -$2K – 979
2021
Q2 		$2K Buy
+16
New +$2K ﹤0.01% 919

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Nordea Investment Management
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SI
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Ameriprise
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State Street
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Wellington Management Group
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Loring Wolcott & Coolidge Fiduciary Advisors's AZPN Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2021, closing a stake of 16 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AZPN in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 16 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ASPEN TECHNOLOGY INC in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ASPEN TECHNOLOGY INC position peaked at $2K in Q2 2021.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.