Outlook Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Outlook 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
2022 Q2	–	Sell	-4,825	Closed	-$798K	–	209
2022 Q1	$798K	Hold	4,825	–	–	0.27%	95
2021 Q4	$734K	Hold	4,825	–	–	0.22%	105
2021 Q3	$593K	Hold	4,825	–	–	0.19%	126
2021 Q2	$664K	Hold	4,825	–	–	0.21%	117
2021 Q1	$696K	Hold	4,825	–	–	0.24%	98
2020 Q4	$628K	Sell	4,825 -746	-13%	-$97.1K	0.23%	106
2020 Q3	$705K	Hold	5,571	–	–	0.28%	77
2020 Q2	$577K	Hold	5,571	–	–	0.24%	87
2020 Q1	$530K	Buy	+5,571	New	+$530K	0.3%	74
2019 Q4	–	Sell	-5,571	Closed	-$686K	–	171
2019 Q3	$686K	Hold	5,571	–	–	0.41%	53
2019 Q2	$692K	Buy	5,571 +2,373	+74%	+$295K	0.46%	53
2019 Q1	$333K	Buy	3,198 +2,558	+400%	+$266K	0.27%	97
2018 Q4	$526K	Buy	+640	New	+$526K	0.24%	106

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 $1.6B AUM 20.7% 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

Outlook Wealth Advisors's AZPN Position: Q2 2022 in Review

Outlook Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 4,825 shares — an estimated $798K sold.

Outlook Wealth Advisors first reported a position in AZPN in Q4 2018 and held it in 13 quarters. The position peaked at $798K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Outlook Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 4,825 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $798K.
Outlook Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and held it in 13 quarters.
Outlook Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $798K in Q1 2022.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Outlook Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.