SIA
AZPN

SkyView Investment Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

SkyView Investment 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
-3,514
Closed -$581K – 681
2022
Q1 		$581K Sell
3,514
-7,597
-68% -$1.26M 0.14% 218
2021
Q4 		$453K Buy
+11,111
New +$453K 0.1% 242
2021
Q3 		– Sell
-166
Closed -$24K – 450
2021
Q2 		$24K Hold
166
– – 0.01% 225
2021
Q1 		$24K Buy
166
+119
+253% +$17.2K 0.01% 233
2020
Q4 		$6K Buy
+47
New +$6K ﹤0.01% 236

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

SkyView Investment Advisors's AZPN Position: Q2 2022 in Review

SkyView Investment Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 3,514 shares — an estimated $581K sold.

SkyView Investment Advisors first reported a position in AZPN in Q4 2020 and held it in 5 quarters. The position peaked at $581K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • SkyView Investment Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • SkyView Investment Advisors sold 3,514 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $581K.
  • SkyView Investment Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 5 quarters.
  • SkyView Investment Advisors's ASPEN TECHNOLOGY INC position peaked at $581K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on SkyView Investment Advisors's 13F filing for Q2 2022, filed 15 Nov 2022.