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
2022
Q2 		– Sell
-3,743
Closed -$619K – 509
2022
Q1 		$619K Sell
3,743
-28
-0.7% -$4.63K 0.02% 266
2021
Q4 		$574K Buy
3,771
+172
+5% +$26.2K 0.02% 277
2021
Q3 		$442K Hold
3,599
– – 0.02% 298
2021
Q2 		$495K Buy
+3,599
New +$495K 0.02% 287
2018
Q1 		– Sell
-3,600
Closed -$197K – 749
2017
Q4 		$197K Hold
3,600
– – 0.03% 195
2017
Q3 		$226K Buy
+3,600
New +$226K 0.04% 182

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 $1.88B AUM 29.07% 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

Moneta Group Investment Advisors's AZPN Position: Q2 2022 in Review

Moneta Group Investment Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,743 shares — an estimated $619K sold.

Moneta Group Investment Advisors first reported a position in AZPN in Q3 2017 and held it in 6 quarters. The position peaked at $619K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Moneta Group Investment Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,743 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $619K.
  • Moneta Group Investment Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2017 and held it in 6 quarters.
  • Moneta Group Investment Advisors's ASPEN TECHNOLOGY INC position peaked at $619K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.