SWS
AZPN

SYSTM Wealth Solutions’s Aspen Technology Inc AZPN Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-1,154
Closed -$246K – 997
2024
Q1 		$246K Buy
1,154
+948
+460% +$187K 0.03% 372
2023
Q4 		$45.4K Sell
206
-939
-82% -$181K 0.01% 600
2023
Q3 		$234K Buy
+1,145
New +$216K 0.04% 409
2023
Q2 		– Sell
-1,153
Closed -$264K – 529
2023
Q1 		$264K Buy
1,153
+97
+9% +$20.1K 0.04% 402
2022
Q4 		$217K Buy
+1,056
New +$245K 0.03% 487

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYSTM Wealth Solutions's AZPN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Aspen Technology Inc (AZPN) in Q2 2024, closing a stake of 1,154 shares — an estimated $246K sold.

SYSTM Wealth Solutions first reported a position in AZPN in Q4 2022 and held it in 5 quarters. The position peaked at $264K in Q1 2023. 394 funds tracked by Wall St. Rank hold AZPN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Aspen Technology Inc position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,154 Aspen Technology Inc shares in Q2 2024, an estimated $246K.
  • SYSTM Wealth Solutions first reported a position in Aspen Technology Inc in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Aspen Technology Inc position peaked at $264K in Q1 2023.
  • 394 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.