Parkside Financial Bank & Trust’s Aspen Technology Inc AZPN Stock Holding History

Parkside Financial Bank & Trust’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
2023 Q4	–	Sell	-9	Closed	-$1.84K	–	2200
2023 Q3	$1.84K	Buy	9 +2	+29%	+$376	﹤0.01%	1683
2023 Q2	$1.17K	Buy	+7	New	+$1.3K	﹤0.01%	1808
2023 Q1	–	Sell	-250	Closed	-$51.4K	–	2117
2022 Q4	$51.4K	Buy	250 +2	+0.8%	+$465	0.01%	559
2022 Q3	$59K	Buy	248 +22	+10%	+$4.58K	0.02%	476
2022 Q2	$42K	Buy	+226	New	+$40.2K	0.01%	587

Other funds holding AZPN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parkside Financial Bank & Trust's AZPN Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 9 shares — an estimated $1.84K sold.

Parkside Financial Bank & Trust first reported a position in AZPN in Q2 2022 and held it in 5 quarters. The position peaked at $59K in Q3 2022. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

Parkside Financial Bank & Trust reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 9 Aspen Technology Inc shares in Q4 2023, an estimated $1.84K.
Parkside Financial Bank & Trust first reported a position in Aspen Technology Inc in Q2 2022 and held it in 5 quarters.
Parkside Financial Bank & Trust's Aspen Technology Inc position peaked at $59K in Q3 2022.
369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.