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
Q2 		– Sell
-1,512
Closed -$250K – 2829
2022
Q1 		$250K Buy
+1,512
New +$250K 0.01% 806
2021
Q2 		– Sell
-1,658
Closed -$240K – 839
2021
Q1 		$240K Sell
1,658
-265
-14% -$38.4K 0.01% 679
2020
Q4 		$250K Buy
+1,923
New +$250K 0.02% 589
2020
Q1 		– Sell
-1,675
Closed -$203K – 651
2019
Q4 		$203K Sell
1,675
-200
-11% -$24.2K 0.02% 567
2019
Q3 		$231K Sell
1,875
-175
-9% -$21.6K 0.02% 489
2019
Q2 		$262K Buy
+2,050
New +$262K 0.03% 433

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 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 $1.6B AUM 20.7% 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 $214M AUM 18.82% 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

Prospera Financial Services's AZPN Position: Q2 2022 in Review

Prospera Financial Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,512 shares — an estimated $250K sold.

Prospera Financial Services first reported a position in AZPN in Q2 2019 and held it in 6 quarters. The position peaked at $262K in Q2 2019. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Prospera Financial Services reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,512 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $250K.
  • Prospera Financial Services first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 6 quarters.
  • Prospera Financial Services's ASPEN TECHNOLOGY INC position peaked at $262K in Q2 2019.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.