NPA
AZPN

Nichols & Pratt Advisers’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Nichols & Pratt Advisers’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
-3,984
Closed -$659K – 98
2022
Q1 		$659K Buy
+3,984
New +$659K 0.05% 77

Other funds holding AZPN

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MIM
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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

Nichols & Pratt Advisers's AZPN Position: Q2 2022 in Review

Nichols & Pratt Advisers sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,984 shares — an estimated $659K sold.

Nichols & Pratt Advisers first reported a position in AZPN in Q1 2022 and held it in 1 quarter. The position peaked at $659K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Nichols & Pratt Advisers reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 3,984 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $659K.
  • Nichols & Pratt Advisers first reported a position in ASPEN TECHNOLOGY INC in Q1 2022 and held it in 1 quarter.
  • Nichols & Pratt Advisers's ASPEN TECHNOLOGY INC position peaked at $659K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2022, filed 4 Aug 2022.