OPS
ASPU

Orion Portfolio Solutions’s ASPEN GROUP, INC. ASPU Stock Holding History

Orion Portfolio Solutions’s Portfolio ASPU Stock Details ASPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-55,000
Closed -$21K – 842
2022
Q3 		$21K Buy
+55,000
New +$47.6K ﹤0.01% 713
2020
Q3 		– Sell
-5,000
Closed -$45K – 2221
2020
Q2 		$45K Hold
5,000
– – ﹤0.01% 733
2020
Q1 		$40K Buy
+5,000
New +$41.9K ﹤0.01% 643

Other funds holding ASPU

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's ASPU Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of ASPEN GROUP, INC. (ASPU) in Q4 2022, closing a stake of 55,000 shares — an estimated $21K sold.

Orion Portfolio Solutions first reported a position in ASPU in Q1 2020 and held it in 3 quarters. The position peaked at $45K in Q2 2020. 34 funds tracked by Wall St. Rank hold ASPU as of Q4 2022.

  • Orion Portfolio Solutions reported no remaining ASPEN GROUP, INC. position as of Q4 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 55,000 ASPEN GROUP, INC. shares in Q4 2022, an estimated $21K.
  • Orion Portfolio Solutions first reported a position in ASPEN GROUP, INC. in Q1 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's ASPEN GROUP, INC. position peaked at $45K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held ASPEN GROUP, INC. as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.