PWMG
AZPN

Prestige Wealth Management Group’s Aspen Technology Inc AZPN Stock Holding History

Prestige Wealth Management Group’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
2024
Q2 		– Sell
-9
Closed -$1.92K – 1038
2024
Q1 		$1.92K Sell
9
-23
-72% -$4.53K ﹤0.01% 753
2023
Q4 		$7.05K Sell
32
-1
-3% -$192 ﹤0.01% 519
2023
Q3 		$6.74K Sell
33
-2
-6% -$376 ﹤0.01% 513
2023
Q2 		$5.87K Buy
35
+33
+1,650% +$6.13K ﹤0.01% 558
2023
Q1 		$458 Hold
2
– – ﹤0.01% 995
2022
Q4 		$411 Buy
+2
New +$465 ﹤0.01% 1090

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prestige Wealth Management Group's AZPN Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Aspen Technology Inc (AZPN) in Q2 2024, closing a stake of 9 shares — an estimated $1.92K sold.

Prestige Wealth Management Group first reported a position in AZPN in Q4 2022 and held it in 6 quarters. The position peaked at $7.05K in Q4 2023. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining Aspen Technology Inc position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9 Aspen Technology Inc shares in Q2 2024, an estimated $1.92K.
  • Prestige Wealth Management Group first reported a position in Aspen Technology Inc in Q4 2022 and held it in 6 quarters.
  • Prestige Wealth Management Group's Aspen Technology Inc position peaked at $7.05K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.