QPW
AZPN

Quantum Private Wealth’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Quantum Private Wealth’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
-1,300
Closed -$214K – 207
2022
Q1 		$214K Buy
+1,300
New +$214K 0.09% 181

Other funds holding AZPN

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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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

Quantum Private Wealth's AZPN Position: Q2 2022 in Review

Quantum Private Wealth sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 1,300 shares — an estimated $214K sold.

Quantum Private Wealth first reported a position in AZPN in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Quantum Private Wealth reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Quantum Private Wealth sold 1,300 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $214K.
  • Quantum Private Wealth first reported a position in ASPEN TECHNOLOGY INC in Q1 2022 and held it in 1 quarter.
  • Quantum Private Wealth's ASPEN TECHNOLOGY INC position peaked at $214K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Quantum Private Wealth's 13F filing for Q2 2022, filed 17 Aug 2022.