MSAM
AZPN

Moloney Securities Asset Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Moloney Securities Asset 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
-1,465
Closed -$242K – 435
2022
Q1 		$242K Hold
1,465
– – 0.05% 350
2021
Q4 		$223K Sell
1,465
-350
-19% -$53.3K 0.04% 391
2021
Q3 		$223K Hold
1,815
– – 0.04% 376
2021
Q2 		$250K Hold
1,815
– – 0.05% 355
2021
Q1 		$262K Buy
1,815
+250
+16% +$36.1K 0.05% 327
2020
Q4 		$204K Buy
+1,565
New +$204K 0.05% 353
2020
Q1 		– Sell
-2,015
Closed -$244K – 371
2019
Q4 		$244K Hold
2,015
– – 0.08% 289
2019
Q3 		$248K Sell
2,015
-100
-5% -$12.3K 0.08% 265
2019
Q2 		$263K Hold
2,115
– – 0.09% 237
2019
Q1 		$221K Buy
+2,115
New +$221K 0.08% 261
2018
Q4 		– Sell
-2,315
Closed -$264K – 329
2018
Q3 		$264K Buy
2,315
+150
+7% +$17.1K 0.09% 227
2018
Q2 		$201K Buy
+2,165
New +$201K 0.08% 271

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

Moloney Securities Asset Management's AZPN Position: Q2 2022 in Review

Moloney Securities Asset Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,465 shares — an estimated $242K sold.

Moloney Securities Asset Management first reported a position in AZPN in Q2 2018 and held it in 12 quarters. The position peaked at $264K in Q3 2018. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Moloney Securities Asset Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Moloney Securities Asset Management sold 1,465 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $242K.
  • Moloney Securities Asset Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2018 and held it in 12 quarters.
  • Moloney Securities Asset Management's ASPEN TECHNOLOGY INC position peaked at $264K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Moloney Securities Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.