MGIA
AZPN

Moneta Group Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-1,532
Closed -$351K – 584
2023
Q1 		$351K Sell
1,532
-43
-3% -$8.92K 0.01% 384
2022
Q4 		$313K Buy
1,575
+64
+4% +$14.9K 0.01% 362
2022
Q3 		$360K Sell
1,511
-193
-11% -$40.1K 0.01% 316
2022
Q2 		$313K Buy
+1,704
New +$303K 0.01% 378

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's AZPN Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 1,532 shares — an estimated $351K sold.

Moneta Group Investment Advisors first reported a position in AZPN in Q2 2022 and held it in 4 quarters. The position peaked at $360K in Q3 2022. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,532 Aspen Technology Inc shares in Q2 2023, an estimated $351K.
  • Moneta Group Investment Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Aspen Technology Inc position peaked at $360K in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.