SPIA
AZPN

Steward Partners Investment Advisory’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Steward Partners Investment Advisory’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
-831
Closed -$137K – 3490
2022
Q1 		$137K Buy
831
+157
+23% +$25.9K ﹤0.01% 1468
2021
Q4 		$103K Buy
674
+194
+40% +$29.6K ﹤0.01% 1594
2021
Q3 		$59K Buy
480
+55
+13% +$6.76K ﹤0.01% 1809
2021
Q2 		$58K Sell
425
-108
-20% -$14.7K ﹤0.01% 3023
2021
Q1 		$76.9K Buy
533
+108
+25% +$15.6K ﹤0.01% 1762
2020
Q4 		$55K Hold
425
– – ﹤0.01% 1625
2020
Q3 		$54K Buy
425
+204
+92% +$25.9K ﹤0.01% 1473
2020
Q2 		$23K Hold
221
– – ﹤0.01% 1724
2020
Q1 		$21K Buy
221
+53
+32% +$5.04K ﹤0.01% 1605
2019
Q4 		$20K Hold
168
– – ﹤0.01% 1777
2019
Q3 		$20K Buy
168
+24
+17% +$2.86K ﹤0.01% 1737
2019
Q2 		$17K Buy
+144
New +$17K ﹤0.01% 1776
2018
Q4 		– Sell
-100
Closed -$11K – 2643
2018
Q3 		$11K Buy
100
+48
+92% +$5.28K ﹤0.01% 1855
2018
Q2 		$5K Buy
+52
New +$5K ﹤0.01% 2044

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

Steward Partners Investment Advisory's AZPN Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 831 shares — an estimated $137K sold.

Steward Partners Investment Advisory first reported a position in AZPN in Q2 2018 and held it in 14 quarters. The position peaked at $137K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 831 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $137K.
  • Steward Partners Investment Advisory first reported a position in ASPEN TECHNOLOGY INC in Q2 2018 and held it in 14 quarters.
  • Steward Partners Investment Advisory's ASPEN TECHNOLOGY INC position peaked at $137K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.