LA
AZPN

LVW Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

LVW 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
-4,007
Closed -$663K – 255
2022
Q1 		$663K Sell
4,007
-240
-6% -$39.7K 0.11% 120
2021
Q4 		$646K Sell
4,247
-527
-11% -$80.2K 0.11% 127
2021
Q3 		$586K Buy
4,774
+61
+1% +$7.49K 0.1% 139
2021
Q2 		$648K Sell
4,713
-173
-4% -$23.8K 0.12% 126
2021
Q1 		$705K Buy
4,886
+1,414
+41% +$204K 0.14% 115
2020
Q4 		$452K Buy
3,472
+85
+3% +$11.1K 0.09% 125
2020
Q3 		$429K Buy
3,387
+994
+42% +$126K 0.09% 116
2020
Q2 		$248K Buy
+2,393
New +$248K 0.06% 161

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

LVW Advisors's AZPN Position: Q2 2022 in Review

LVW Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 4,007 shares — an estimated $663K sold.

LVW Advisors first reported a position in AZPN in Q2 2020 and held it in 8 quarters. The position peaked at $705K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • LVW Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • LVW Advisors sold 4,007 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $663K.
  • LVW Advisors first reported a position in ASPEN TECHNOLOGY INC in Q2 2020 and held it in 8 quarters.
  • LVW Advisors's ASPEN TECHNOLOGY INC position peaked at $705K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on LVW Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.