MSCM
AZPN

McElhenny Sheffield Capital Management’s Aspen Technology Inc AZPN Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-2
Closed -$411 – 643
2022
Q4 		$411 Buy
+2
New +$465 ﹤0.01% 642

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McElhenny Sheffield Capital Management's AZPN Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 2 shares — an estimated $411 sold.

McElhenny Sheffield Capital Management first reported a position in AZPN in Q4 2022 and held it in 1 quarter. The position peaked at $411 in Q4 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 2 Aspen Technology Inc shares in Q1 2023, an estimated $411.
  • McElhenny Sheffield Capital Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Aspen Technology Inc position peaked at $411 in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.