MCM
AZPN

MAI Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

MAI Capital Management’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
-2,427
Closed -$401K – 990
2022
Q1 		$401K Buy
2,427
+402
+20% +$66.4K 0.01% 619
2021
Q4 		$308K Buy
2,025
+40
+2% +$6.08K 0.01% 701
2021
Q3 		$244K Buy
1,985
+103
+5% +$12.7K ﹤0.01% 673
2021
Q2 		$259K Buy
1,882
+28
+2% +$3.85K 0.01% 642
2021
Q1 		$268K Buy
1,854
+37
+2% +$5.35K 0.01% 603
2020
Q4 		$237K Buy
1,817
+123
+7% +$16K 0.01% 588
2020
Q3 		$214K Buy
+1,694
New +$214K 0.01% 536

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

MAI Capital Management's AZPN Position: Q2 2022 in Review

MAI Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,427 shares — an estimated $401K sold.

MAI Capital Management first reported a position in AZPN in Q3 2020 and held it in 7 quarters. The position peaked at $401K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • MAI Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • MAI Capital Management sold 2,427 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $401K.
  • MAI Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 7 quarters.
  • MAI Capital Management's ASPEN TECHNOLOGY INC position peaked at $401K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on MAI Capital Management's 13F filing for Q2 2022, filed 19 Jul 2022.