Sunbelt Securities’s Aspen Technology Inc AZPN Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-15	Closed	-$3.06K	–	1801
2023 Q3	$3.06K	Buy	+15	New	+$2.82K	﹤0.01%	1398

Other funds holding AZPN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's AZPN Position: Q4 2023 in Review

Sunbelt Securities sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 15 shares — an estimated $3.06K sold.

Sunbelt Securities first reported a position in AZPN in Q3 2023 and held it in 1 quarter. The position peaked at $3.06K in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

Sunbelt Securities reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 15 Aspen Technology Inc shares in Q4 2023, an estimated $3.06K.
Sunbelt Securities first reported a position in Aspen Technology Inc in Q3 2023 and held it in 1 quarter.
Sunbelt Securities's Aspen Technology Inc position peaked at $3.06K in Q3 2023.
369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.