SWA
AZPN

Sutton Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-4
Closed -$822 – 1609
2022
Q4 		$822 Hold
4
– – ﹤0.01% 1383
2022
Q3 		$953 Buy
4
+2
+100% +$416 ﹤0.01% 1309
2022
Q2 		$367 Buy
+2
New +$356 ﹤0.01% 1513

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State Street
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Neuberger Berman Group
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Nordea Investment Management
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JSP
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Sutton Wealth Advisors's AZPN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2023, closing a stake of 4 shares — an estimated $822 sold.

Sutton Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 3 quarters. The position peaked at $953 in Q3 2022. 373 funds tracked by Wall St. Rank hold AZPN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4 Aspen Technology Inc shares in Q1 2023, an estimated $822.
  • Sutton Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 3 quarters.
  • Sutton Wealth Advisors's Aspen Technology Inc position peaked at $953 in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.