SCM
AZPN

Shelton Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Shelton Capital Management’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
-3,599
Closed -$595K – 825
2022
Q1 		$595K Hold
3,599
– – 0.02% 330
2021
Q4 		$548K Sell
3,599
-161
-4% -$24.5K 0.02% 346
2021
Q3 		$462K Hold
3,760
– – 0.02% 377
2021
Q2 		$517K Buy
+3,760
New +$517K 0.02% 369

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

Shelton Capital Management's AZPN Position: Q2 2022 in Review

Shelton Capital Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,599 shares — an estimated $595K sold.

Shelton Capital Management first reported a position in AZPN in Q2 2021 and held it in 4 quarters. The position peaked at $595K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Shelton Capital Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Shelton Capital Management sold 3,599 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $595K.
  • Shelton Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2021 and held it in 4 quarters.
  • Shelton Capital Management's ASPEN TECHNOLOGY INC position peaked at $595K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.