RJFSA
AZPN

Raymond James Financial Services Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Raymond James Financial Services 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
-3,404
Closed -$563K – 3505
2022
Q1 		$563K Buy
3,404
+993
+41% +$164K ﹤0.01% 2315
2021
Q4 		$367K Sell
2,411
-34
-1% -$5.17K ﹤0.01% 2570
2021
Q3 		$300K Sell
2,445
-599
-20% -$73.5K ﹤0.01% 2692
2021
Q2 		$419K Buy
3,044
+274
+10% +$37.7K ﹤0.01% 2490
2021
Q1 		$400K Sell
2,770
-467
-14% -$67.4K ﹤0.01% 2438
2020
Q4 		$422K Buy
3,237
+487
+18% +$63.5K ﹤0.01% 2249
2020
Q3 		$348K Sell
2,750
-3,613
-57% -$457K ﹤0.01% 2205
2020
Q2 		$659K Buy
6,363
+1,040
+20% +$108K ﹤0.01% 1745
2020
Q1 		$506K Buy
5,323
+1,078
+25% +$102K ﹤0.01% 1548
2019
Q4 		$513K Buy
4,245
+55
+1% +$6.65K ﹤0.01% 1971
2019
Q3 		$516K Buy
4,190
+891
+27% +$110K ﹤0.01% 1886
2019
Q2 		$410K Buy
3,299
+336
+11% +$41.8K ﹤0.01% 2051
2019
Q1 		$309K Buy
2,963
+85
+3% +$8.86K ﹤0.01% 2223
2018
Q4 		$237K Sell
2,878
-491
-15% -$40.4K ﹤0.01% 2149
2018
Q3 		$384K Hold
3,369
– – ﹤0.01% 2116
2018
Q2 		$312K Buy
3,369
+39
+1% +$3.61K ﹤0.01% 2205
2018
Q1 		$263K Sell
3,330
-61
-2% -$4.82K ﹤0.01% 2105
2017
Q4 		$224K Buy
+3,391
New +$224K ﹤0.01% 2188

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 $1.88B 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

Raymond James Financial Services Advisors's AZPN Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,404 shares — an estimated $563K sold.

Raymond James Financial Services Advisors first reported a position in AZPN in Q4 2017 and held it in 18 quarters. The position peaked at $659K in Q2 2020. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Raymond James Financial Services Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,404 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $563K.
  • Raymond James Financial Services Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 18 quarters.
  • Raymond James Financial Services Advisors's ASPEN TECHNOLOGY INC position peaked at $659K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.