MPPW
AZPN

Mitchell & Pahl Private Wealth’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Mitchell & Pahl Private Wealth’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
-2,151
Closed -$356K – 174
2022
Q1 		$356K Buy
2,151
+299
+16% +$49.5K 0.23% 127
2021
Q4 		$282K Buy
+1,852
New +$282K 0.18% 133

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

Mitchell & Pahl Private Wealth's AZPN Position: Q2 2022 in Review

Mitchell & Pahl Private Wealth sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,151 shares — an estimated $356K sold.

Mitchell & Pahl Private Wealth first reported a position in AZPN in Q4 2021 and held it in 2 quarters. The position peaked at $356K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Mitchell & Pahl Private Wealth reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 2,151 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $356K.
  • Mitchell & Pahl Private Wealth first reported a position in ASPEN TECHNOLOGY INC in Q4 2021 and held it in 2 quarters.
  • Mitchell & Pahl Private Wealth's ASPEN TECHNOLOGY INC position peaked at $356K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.