PCA
AZPN

Providence Capital Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Providence Capital Advisors’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
-12
Closed -$2K – 481
2022
Q1 		$2K Buy
+12
New +$2K ﹤0.01% 404

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SFG
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GAM
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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 $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

Providence Capital Advisors's AZPN Position: Q2 2022 in Review

Providence Capital Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 12 shares — an estimated $2K sold.

Providence Capital Advisors first reported a position in AZPN in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Providence Capital Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Providence Capital Advisors sold 12 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $2K.
  • Providence Capital Advisors first reported a position in ASPEN TECHNOLOGY INC in Q1 2022 and held it in 1 quarter.
  • Providence Capital Advisors's ASPEN TECHNOLOGY INC position peaked at $2K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Providence Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.