SC
AZPN

Schubert & Co’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Schubert & Co’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
-6
Closed -$1K – 1677
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1048
2021
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 984

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 $1.88B 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

Schubert & Co's AZPN Position: Q2 2022 in Review

Schubert & Co sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

Schubert & Co first reported a position in AZPN in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Schubert & Co reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Schubert & Co sold 6 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $1K.
  • Schubert & Co first reported a position in ASPEN TECHNOLOGY INC in Q4 2021 and held it in 2 quarters.
  • Schubert & Co's ASPEN TECHNOLOGY INC position peaked at $1K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Schubert & Co's 13F filing for Q2 2022, filed 1 Aug 2022.