TWA
AZPN

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

TCI 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
Q2 		– Sell
-18
Closed -$4.12K – 2352
2023
Q1 		$4.12K Hold
18
– – ﹤0.01% 1661
2022
Q4 		$3.7K Hold
18
– – ﹤0.01% 1728
2022
Q3 		$4K Hold
18
– – ﹤0.01% 1705
2022
Q2 		$3K Buy
+18
New +$3.2K ﹤0.01% 1926

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's AZPN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 18 shares — an estimated $4.12K sold.

TCI Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 4 quarters. The position peaked at $4.12K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 18 Aspen Technology Inc shares in Q2 2023, an estimated $4.12K.
  • TCI Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Aspen Technology Inc position peaked at $4.12K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.