Nisa Investment Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Nisa 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	-300	Closed	-$50K	–	2580
2022 Q1	$50K	Buy	+300	New	+$50K	﹤0.01%	1848
2021 Q4	–	Sell	-300	Closed	-$37	–	2410
2021 Q3	$37	Hold	300	–	–	﹤0.01%	1989
2021 Q2	$41	Hold	300	–	–	﹤0.01%	1992
2021 Q1	$43	Hold	300	–	–	﹤0.01%	2012
2020 Q4	$39K	Hold	300	–	–	﹤0.01%	2031
2020 Q3	$38K	Hold	300	–	–	﹤0.01%	1910
2020 Q2	$31K	Hold	300	–	–	﹤0.01%	1684
2020 Q1	$29K	Hold	300	–	–	﹤0.01%	1646
2019 Q4	$36K	Hold	300	–	–	﹤0.01%	1589
2019 Q3	$37K	Sell	300 -80	-21%	-$9.87K	﹤0.01%	1571
2019 Q2	$47K	Hold	380	–	–	﹤0.01%	1512
2019 Q1	$40K	Hold	380	–	–	﹤0.01%	1550
2018 Q4	$31K	Hold	380	–	–	﹤0.01%	1497
2018 Q3	$43K	Hold	380	–	–	﹤0.01%	1490
2018 Q2	$35K	Sell	380 -300	-44%	-$27.6K	﹤0.01%	1496
2018 Q1	$53K	Sell	680 -150	-18%	-$11.7K	﹤0.01%	1417
2017 Q4	$55K	Hold	830	–	–	﹤0.01%	1451
2017 Q3	$52K	Hold	830	–	–	﹤0.01%	1447
2017 Q2	$46K	Sell	830 -500	-38%	-$27.7K	﹤0.01%	1413
2017 Q1	$78K	Sell	1,330 -470	-26%	-$27.6K	﹤0.01%	1392
2016 Q4	$98K	Hold	1,800	–	–	﹤0.01%	1349
2016 Q3	$84K	Hold	1,800	–	–	﹤0.01%	1352
2016 Q2	$72K	Hold	1,800	–	–	﹤0.01%	1355
2016 Q1	$65K	Buy	+1,800	New	+$65K	﹤0.01%	1372

Other funds holding AZPN

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 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

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

Nisa Investment Advisors's AZPN Position: Q2 2022 in Review

Nisa Investment Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 300 shares — an estimated $50K sold.

Nisa Investment Advisors first reported a position in AZPN in Q1 2016 and held it in 24 quarters. The position peaked at $98K in Q4 2016. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Nisa Investment Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Nisa Investment Advisors sold 300 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $50K.
Nisa Investment Advisors first reported a position in ASPEN TECHNOLOGY INC in Q1 2016 and held it in 24 quarters.
Nisa Investment Advisors's ASPEN TECHNOLOGY INC position peaked at $98K in Q4 2016.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Nisa Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.