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 $2.35B AUM 49.85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return