PFS
AZPN

Prospera Financial Services’s Aspen Technology Inc AZPN Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-7,279
Closed -$1.73M – 968
2022
Q3 		$1.73M Buy
7,279
+6,793
+1,398% +$1.41M 0.09% 256
2022
Q2 		$89K Buy
+486
New +$86.4K ﹤0.01% 919

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JSP
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BAMCO Inc
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Prospera Financial Services's AZPN Position: Q4 2022 in Review

Prospera Financial Services sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 7,279 shares — an estimated $1.73M sold.

Prospera Financial Services first reported a position in AZPN in Q2 2022 and held it in 2 quarters. The position peaked at $1.73M in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • Prospera Financial Services reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 7,279 Aspen Technology Inc shares in Q4 2022, an estimated $1.73M.
  • Prospera Financial Services first reported a position in Aspen Technology Inc in Q2 2022 and held it in 2 quarters.
  • Prospera Financial Services's Aspen Technology Inc position peaked at $1.73M in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.