SFG
AZPN

Steward Financial Group’s Aspen Technology Inc AZPN Stock Holding History

Steward 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
2023
Q3 		$4K Buy
+24
New +$4.52K ﹤0.01% 781
2023
Q2 		– Sell
-22
Closed -$5K – 1048
2023
Q1 		$5K Buy
+22
New +$4.56K ﹤0.01% 332

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Nordea Investment Management
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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
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Wells Fargo
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Steward Financial Group's AZPN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Aspen Technology Inc (AZPN) in Q3 2023: 24 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AZPN as recently as Q1 2023.

Steward Financial Group first reported a position in AZPN in Q1 2023 and has held it in 2 quarters since. The position peaked at $5K in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • Steward Financial Group held 24 shares of Aspen Technology Inc worth $4K as of Q3 2023.
  • Aspen Technology Inc was a new Steward Financial Group position in Q3 2023.
  • Aspen Technology Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #781 holding.
  • Steward Financial Group first reported a position in Aspen Technology Inc in Q1 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Aspen Technology Inc position peaked at $5K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.