PFGIA
AZPN

Patriot Financial Group Insurance Agency’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Patriot Financial Group Insurance Agency’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
-40
Closed -$7K – 2255
2022
Q1 		$7K Hold
40
– – ﹤0.01% 1527
2021
Q4 		$6K Hold
40
– – ﹤0.01% 1682
2021
Q3 		$5K Hold
40
– – ﹤0.01% 1735
2021
Q2 		$6K Hold
40
– – ﹤0.01% 1620
2021
Q1 		$6K Hold
40
– – ﹤0.01% 1527
2020
Q4 		$5K Hold
40
– – ﹤0.01% 1459
2020
Q3 		$5K Hold
40
– – ﹤0.01% 1263
2020
Q2 		$4K Hold
40
– – ﹤0.01% 1280
2020
Q1 		$4K Hold
40
– – ﹤0.01% 1175
2019
Q4 		$5K Buy
+40
New +$5K ﹤0.01% 996

Other funds holding AZPN

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MIM
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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 $1.88B AUM 29.07% 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 $245M AUM 23.8% 1-Year Est. Return
IA
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

Patriot Financial Group Insurance Agency's AZPN Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 40 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in AZPN in Q4 2019 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 40 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in ASPEN TECHNOLOGY INC in Q4 2019 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's ASPEN TECHNOLOGY INC position peaked at $7K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.