RWA
AZPN

Roberts Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Roberts Wealth 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
Q3 		– Sell
-4,575
Closed -$858K – 87
2022
Q2 		$858K Buy
+4,575
New +$814K 0.37% 63

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Roberts Wealth Advisors's AZPN Position: Q3 2022 in Review

Roberts Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 4,575 shares — an estimated $858K sold.

Roberts Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $858K in Q2 2022. 337 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • Roberts Wealth Advisors reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 4,575 Aspen Technology Inc shares in Q3 2022, an estimated $858K.
  • Roberts Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
  • Roberts Wealth Advisors's Aspen Technology Inc position peaked at $858K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on Roberts Wealth Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.