NFC
AZPN

Northeast Financial Consultants’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Northeast Financial Consultants’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
-1,851
Closed -$306K – 399
2022
Q1 		$306K Buy
+1,851
New +$306K 0.02% 299
2019
Q4 		– Sell
-1,951
Closed -$240K – 337
2019
Q3 		$240K Hold
1,951
– – 0.02% 273
2019
Q2 		$242K Hold
1,951
– – 0.02% 274
2019
Q1 		$203K Buy
+1,951
New +$203K 0.02% 299

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

Northeast Financial Consultants's AZPN Position: Q2 2022 in Review

Northeast Financial Consultants sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,851 shares — an estimated $306K sold.

Northeast Financial Consultants first reported a position in AZPN in Q1 2019 and held it in 4 quarters. The position peaked at $306K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Northeast Financial Consultants reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 1,851 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $306K.
  • Northeast Financial Consultants first reported a position in ASPEN TECHNOLOGY INC in Q1 2019 and held it in 4 quarters.
  • Northeast Financial Consultants's ASPEN TECHNOLOGY INC position peaked at $306K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.