Sargent Bickham Lagudis’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Sargent Bickham Lagudis’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	-393	Closed	-$65K	–	1175
2022 Q1	$65K	Hold	393	–	–	0.01%	402
2021 Q4	$60K	Hold	393	–	–	﹤0.01%	423
2021 Q3	$48K	Hold	393	–	–	﹤0.01%	452
2021 Q2	$54K	Hold	393	–	–	﹤0.01%	440
2021 Q1	$57K	Hold	393	–	–	0.01%	420
2020 Q4	$51K	Hold	393	–	–	﹤0.01%	423
2020 Q3	$50K	Hold	393	–	–	0.01%	383
2020 Q2	$41K	Hold	393	–	–	﹤0.01%	377
2020 Q1	$37K	Sell	393 -264	-40%	-$24.9K	﹤0.01%	379
2019 Q4	$79K	Hold	657	–	–	0.01%	308
2019 Q3	$81K	Hold	657	–	–	0.01%	279
2019 Q2	$82K	Buy	657 +600	+1,053%	+$74.9K	0.01%	302
2019 Q1	$6K	Buy	+57	New	+$6K	﹤0.01%	685

Other funds holding AZPN

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 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

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

Sargent Bickham Lagudis's AZPN Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 393 shares — an estimated $65K sold.

Sargent Bickham Lagudis first reported a position in AZPN in Q1 2019 and held it in 13 quarters. The position peaked at $82K in Q2 2019. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

Sargent Bickham Lagudis reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 393 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $65K.
Sargent Bickham Lagudis first reported a position in ASPEN TECHNOLOGY INC in Q1 2019 and held it in 13 quarters.
Sargent Bickham Lagudis's ASPEN TECHNOLOGY INC position peaked at $82K in Q2 2019.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.