Northwestern Mutual Wealth Management
AZPN

Northwestern Mutual Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Northwestern Mutual Wealth Management’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
-525
Closed -$87K – 3627
2022
Q1 		$87K Buy
525
+19
+4% +$3.15K ﹤0.01% 1771
2021
Q4 		$77K Buy
506
+160
+46% +$24.3K ﹤0.01% 1820
2021
Q3 		$42K Buy
346
+38
+12% +$4.61K ﹤0.01% 1957
2021
Q2 		$42K Buy
308
+21
+7% +$2.86K ﹤0.01% 1919
2021
Q1 		$41K Buy
287
+90
+46% +$12.9K ﹤0.01% 1812
2020
Q4 		$26K Buy
197
+11
+6% +$1.45K ﹤0.01% 1877
2020
Q3 		$24K Buy
186
+92
+98% +$11.9K ﹤0.01% 1754
2020
Q2 		$10K Buy
+94
New +$10K ﹤0.01% 1921
2018
Q4 		– Sell
-10
Closed -$1K – 2819
2018
Q3 		$1K Buy
+10
New +$1K ﹤0.01% 2445
2018
Q1 		– Sell
-121
Closed -$8K – 2585
2017
Q4 		$8K Sell
121
-78
-39% -$5.16K ﹤0.01% 1837
2017
Q3 		$12K Buy
+199
New +$12K ﹤0.01% 1629
2017
Q1 		– Sell
-230
Closed -$13K – 2711
2016
Q4 		$13K Buy
+230
New +$13K ﹤0.01% 1531
2016
Q3 		– Sell
-624
Closed -$25K – 2093
2016
Q2 		$25K Buy
624
+280
+81% +$11.2K ﹤0.01% 1107
2016
Q1 		$12K Buy
+344
New +$12K ﹤0.01% 1385
2015
Q3 		– Sell
-40
Closed -$2K – 1997
2015
Q2 		$2K Sell
40
-8
-17% -$400 ﹤0.01% 1295
2015
Q1 		$2K Buy
48
+8
+20% +$333 ﹤0.01% 1429
2014
Q4 		$1K Hold
40
– – ﹤0.01% 1682
2014
Q3 		$2K Hold
40
– – ﹤0.01% 1232
2014
Q2 		$2K Hold
40
– – ﹤0.01% 1183
2014
Q1 		$2K Hold
40
– – ﹤0.01% 1185
2013
Q4 		$2K Hold
40
– – ﹤0.01% 1284
2013
Q3 		$1K Hold
40
– – ﹤0.01% 1328
2013
Q2 		$1K Buy
+40
New +$1K ﹤0.01% 1234

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

Northwestern Mutual Wealth Management's AZPN Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 525 shares — an estimated $87K sold.

Northwestern Mutual Wealth Management first reported a position in AZPN in Q2 2013 and held it in 23 quarters. The position peaked at $87K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Northwestern Mutual Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 525 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $87K.
  • Northwestern Mutual Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 23 quarters.
  • Northwestern Mutual Wealth Management's ASPEN TECHNOLOGY INC position peaked at $87K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.