LPL Financial’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

LPL Financial’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	-23,082	Closed	-$3.82M	–	4602
2022 Q1	$3.82M	Buy	23,082 +1,016	+5%	+$168K	﹤0.01%	1606
2021 Q4	$3.36M	Buy	22,066 +985	+5%	+$150K	﹤0.01%	1711
2021 Q3	$2.59M	Buy	21,081 +5,172	+33%	+$635K	﹤0.01%	1855
2021 Q2	$2.19M	Buy	15,909 +1,629	+11%	+$224K	﹤0.01%	1903
2021 Q1	$2.06M	Buy	14,280 +4,255	+42%	+$614K	﹤0.01%	1813
2020 Q4	$1.31M	Buy	10,025 +1,199	+14%	+$156K	﹤0.01%	1977
2020 Q3	$1.12M	Sell	8,826 -581	-6%	-$73.5K	﹤0.01%	1864
2020 Q2	$975K	Buy	9,407 +2,384	+34%	+$247K	﹤0.01%	1840
2020 Q1	$668K	Sell	7,023 -1,127	-14%	-$107K	﹤0.01%	1897
2019 Q4	$986K	Buy	8,150 +4,429	+119%	+$536K	﹤0.01%	1846
2019 Q3	$458K	Sell	3,721 -455	-11%	-$56K	﹤0.01%	2324
2019 Q2	$519K	Buy	4,176 +1,185	+40%	+$147K	﹤0.01%	2253
2019 Q1	$312K	Buy	+2,991	New	+$312K	﹤0.01%	2596
2018 Q2	–	Sell	-2,927	Closed	-$231K	–	3378
2018 Q1	$231K	Buy	+2,927	New	+$231K	﹤0.01%	2844
2017 Q2	–	Sell	-13,967	Closed	-$813K	–	3108
2017 Q1	$813K	Buy	13,967 +3,754	+37%	+$219K	0.01%	1410
2016 Q4	$562K	Buy	10,213 +5,057	+98%	+$278K	﹤0.01%	1649
2016 Q3	$243K	Buy	+5,156	New	+$243K	﹤0.01%	2280
2016 Q1	–	Sell	-5,821	Closed	-$219K	–	3328
2015 Q4	$219K	Sell	5,821 -15,815	-73%	-$595K	﹤0.01%	2762
2015 Q3	$854K	Sell	21,636 -6,156	-22%	-$243K	﹤0.01%	1353
2015 Q2	$1.25M	Buy	27,792 +942	+4%	+$42.3K	0.01%	1203
2015 Q1	$1.02M	Buy	26,850 +445	+2%	+$17K	0.01%	1338
2014 Q4	$925K	Sell	26,405 -1,146	-4%	-$40.1K	0.01%	1361
2014 Q3	$1.02M	Buy	27,551 +5,395	+24%	+$199K	0.01%	1257
2014 Q2	$1.03M	Sell	22,156 -1,599	-7%	-$74.2K	0.01%	1297
2014 Q1	$1.01M	Buy	23,755 +1,446	+6%	+$61.2K	0.01%	1262
2013 Q4	$933K	Buy	+22,309	New	+$933K	0.01%	1277

Other funds holding AZPN

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 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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

LPL Financial's AZPN Position: Q2 2022 in Review

LPL Financial sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 23,082 shares — an estimated $3.82M sold.

LPL Financial first reported a position in AZPN in Q4 2013 and held it in 26 quarters. The position peaked at $3.82M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

LPL Financial reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
LPL Financial sold 23,082 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $3.82M.
LPL Financial first reported a position in ASPEN TECHNOLOGY INC in Q4 2013 and held it in 26 quarters.
LPL Financial's ASPEN TECHNOLOGY INC position peaked at $3.82M in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.