MIS
AZPN

Morningstar Investment Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Morningstar Investment Services’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
-2,121
Closed -$347K – 243
2022
Q1 		$347K Buy
2,121
+480
+29% +$78.5K ﹤0.01% 201
2021
Q4 		$250K Sell
1,641
-23,304
-93% -$3.55M ﹤0.01% 223
2021
Q3 		$3.12M Buy
+24,945
New +$3.12M 0.04% 151

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

Morningstar Investment Services's AZPN Position: Q2 2022 in Review

Morningstar Investment Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,121 shares — an estimated $347K sold.

Morningstar Investment Services first reported a position in AZPN in Q3 2021 and held it in 3 quarters. The position peaked at $3.12M in Q3 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Morningstar Investment Services reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Morningstar Investment Services sold 2,121 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $347K.
  • Morningstar Investment Services first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 3 quarters.
  • Morningstar Investment Services's ASPEN TECHNOLOGY INC position peaked at $3.12M in Q3 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Morningstar Investment Services's 13F filing for Q2 2022, filed 12 Aug 2022.