OWA
AZPN

Opal Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-4
Closed -$795 – 1229
2024
Q2 		$795 Buy
+4
New +$822 ﹤0.01% 1106

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First Manhattan
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Sumitomo Mitsui Trust Group
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Geode Capital Management
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Opal Wealth Advisors's AZPN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q3 2024, closing a stake of 4 shares — an estimated $795 sold.

Opal Wealth Advisors first reported a position in AZPN in Q2 2024 and held it in 1 quarter. The position peaked at $795 in Q2 2024. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Aspen Technology Inc position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 4 Aspen Technology Inc shares in Q3 2024, an estimated $795.
  • Opal Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Aspen Technology Inc position peaked at $795 in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.