SFP
AZPN

Shepherd Financial Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Shepherd Financial Partners’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
-2,311
Closed -$382K – 171
2022
Q1 		$382K Sell
2,311
-230
-9% -$38K 0.07% 125
2021
Q4 		$387K Hold
2,541
– – 0.07% 124
2021
Q3 		$312K Buy
+2,541
New +$312K 0.06% 128

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GAM
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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
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Shepherd Financial Partners's AZPN Position: Q2 2022 in Review

Shepherd Financial Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,311 shares — an estimated $382K sold.

Shepherd Financial Partners first reported a position in AZPN in Q3 2021 and held it in 3 quarters. The position peaked at $387K in Q4 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Shepherd Financial Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,311 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $382K.
  • Shepherd Financial Partners first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 3 quarters.
  • Shepherd Financial Partners's ASPEN TECHNOLOGY INC position peaked at $387K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Shepherd Financial Partners's 13F filing for Q2 2022, filed 15 Aug 2022.