SFG
AZPN

Snider Financial Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Snider Financial Group’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
Q3 		– Sell
-14,746
Closed -$2.71M – 65
2022
Q2 		$2.71M Sell
14,746
-12,599
-46% -$2.31M 1.48% 25
2022
Q1 		$4.52M Sell
27,345
-399
-1% -$66K 2.06% 18
2021
Q4 		$4.23M Buy
27,744
+2,253
+9% +$343K 1.79% 21
2021
Q3 		$3.99M Buy
25,491
+1,732
+7% +$271K 1.74% 19
2021
Q2 		$3.41M Buy
+23,759
New +$3.41M 1.61% 21

Other funds holding AZPN

HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Snider Financial Group's AZPN Position: Q3 2022 in Review

Snider Financial Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2022, closing a stake of 14,746 shares — an estimated $2.71M sold.

Snider Financial Group first reported a position in AZPN in Q2 2021 and held it in 5 quarters. The position peaked at $4.52M in Q1 2022. 5 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • Snider Financial Group reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2022 after selling out during the quarter.
  • Snider Financial Group sold 14,746 ASPEN TECHNOLOGY INC shares in Q3 2022, an estimated $2.71M.
  • Snider Financial Group first reported a position in ASPEN TECHNOLOGY INC in Q2 2021 and held it in 5 quarters.
  • Snider Financial Group's ASPEN TECHNOLOGY INC position peaked at $4.52M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2022.

Based on Snider Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.