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
Q2 		– Sell
-11,323
Closed -$1.89M – 93
2022
Q1 		$1.89M Buy
11,323
+68
+0.6% +$11.3K 0.74% 42
2021
Q4 		$1.71M Sell
11,255
-102
-0.9% -$15.5K 0.62% 48
2021
Q3 		$1.4M Buy
+11,357
New +$1.4M 0.55% 56

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 $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

Roberts Wealth Advisors's AZPN Position: Q2 2022 in Review

Roberts Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 11,323 shares — an estimated $1.89M sold.

Roberts Wealth Advisors first reported a position in AZPN in Q3 2021 and held it in 3 quarters. The position peaked at $1.89M in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Roberts Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 11,323 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1.89M.
  • Roberts Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 3 quarters.
  • Roberts Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $1.89M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Roberts Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.