PCG
AZPN

Private Capital Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Private Capital 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
2022
Q2 		– Sell
-22
Closed -$4K – 2203
2022
Q1 		$4K Hold
22
– – ﹤0.01% 1638
2021
Q4 		$3K Hold
22
– – ﹤0.01% 1739
2021
Q3 		$3K Hold
22
– – ﹤0.01% 1796
2021
Q2 		$3K Hold
22
– – ﹤0.01% 1783
2021
Q1 		$3K Hold
22
– – ﹤0.01% 1718
2020
Q4 		$3K Hold
22
– – ﹤0.01% 1732
2020
Q3 		$3K Sell
22
-3
-12% -$409 ﹤0.01% 1664
2020
Q2 		$3K Hold
25
– – ﹤0.01% 1651
2020
Q1 		$2K Sell
25
-3
-11% -$240 ﹤0.01% 1736
2019
Q4 		$3K Sell
28
-60
-68% -$6.43K ﹤0.01% 1656
2019
Q3 		$11K Buy
88
+3
+4% +$375 ﹤0.01% 1448
2019
Q2 		$8K Sell
85
-3
-3% -$282 ﹤0.01% 1503
2019
Q1 		$9K Hold
88
– – ﹤0.01% 1524
2018
Q4 		$7K Buy
88
+3
+4% +$239 ﹤0.01% 1537
2018
Q3 		$9K Hold
85
– – ﹤0.01% 1520
2018
Q2 		$7K Hold
85
– – ﹤0.01% 1577
2018
Q1 		$7K Sell
85
-360
-81% -$29.6K ﹤0.01% 1526
2017
Q4 		$29K Buy
+445
New +$29K 0.01% 921

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 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 $1.88B AUM 29.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 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

Private Capital Group's AZPN Position: Q2 2022 in Review

Private Capital Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 22 shares — an estimated $4K sold.

Private Capital Group first reported a position in AZPN in Q4 2017 and held it in 18 quarters. The position peaked at $29K in Q4 2017. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Private Capital Group reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Private Capital Group sold 22 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $4K.
  • Private Capital Group first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 18 quarters.
  • Private Capital Group's ASPEN TECHNOLOGY INC position peaked at $29K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.