McAdam LLC’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

McAdam LLC’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	-2,840	Closed	-$470K	–	241
2022 Q1	$470K	Buy	+2,840	New	+$470K	0.04%	114

Other funds holding AZPN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

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

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

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

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

McAdam LLC's AZPN Position: Q2 2022 in Review

McAdam LLC sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,840 shares — an estimated $470K sold.

McAdam LLC first reported a position in AZPN in Q1 2022 and held it in 1 quarter. The position peaked at $470K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

McAdam LLC reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
McAdam LLC sold 2,840 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $470K.
McAdam LLC first reported a position in ASPEN TECHNOLOGY INC in Q1 2022 and held it in 1 quarter.
McAdam LLC's ASPEN TECHNOLOGY INC position peaked at $470K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on McAdam LLC's 13F filing for Q2 2022, filed 15 Jul 2022.