PA
AZPN

Parallel Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Parallel 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
-293
Closed -$48K – 3538
2022
Q1 		$48K Buy
293
+80
+38% +$13.1K ﹤0.01% 1308
2021
Q4 		$32K Buy
213
+165
+344% +$24.8K ﹤0.01% 1571
2021
Q3 		$6K Sell
48
-12
-20% -$1.5K ﹤0.01% 2324
2021
Q2 		$8K Sell
60
-16
-21% -$2.13K ﹤0.01% 2138
2021
Q1 		$11K Buy
76
+28
+58% +$4.05K ﹤0.01% 1906
2020
Q4 		$6K Hold
48
– – ﹤0.01% 2004
2020
Q3 		$6K Hold
48
– – ﹤0.01% 1987
2020
Q2 		$4K Hold
48
– – ﹤0.01% 2061
2020
Q1 		$4K Buy
48
+20
+71% +$1.67K ﹤0.01% 2004
2019
Q4 		$3K Sell
28
-25
-47% -$2.68K ﹤0.01% 2164
2019
Q3 		$7K Buy
+53
New +$7K ﹤0.01% 1841
2019
Q2 		– Sell
-5
Closed -$1K – 2545
2019
Q1 		$1K Hold
5
– – ﹤0.01% 2272
2018
Q4 		$0 Hold
5
– – ﹤0.01% 2450
2018
Q3 		$1K Buy
+5
New +$1K ﹤0.01% 2212
2017
Q2 		– Sell
-82
Closed -$5K – 2328
2017
Q1 		$5K Buy
+82
New +$5K ﹤0.01% 1554

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 $1.6B 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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

Parallel Advisors's AZPN Position: Q2 2022 in Review

Parallel Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 293 shares — an estimated $48K sold.

Parallel Advisors first reported a position in AZPN in Q1 2017 and held it in 15 quarters. The position peaked at $48K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Parallel Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Parallel Advisors sold 293 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $48K.
  • Parallel Advisors first reported a position in ASPEN TECHNOLOGY INC in Q1 2017 and held it in 15 quarters.
  • Parallel Advisors's ASPEN TECHNOLOGY INC position peaked at $48K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Parallel Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.