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
2022 Q2	–	Sell	-43	Closed	-$7K	–	2649
2022 Q1	$7K	Hold	43	–	–	﹤0.01%	1382
2021 Q4	$7K	Hold	43	–	–	﹤0.01%	1490
2021 Q3	$5K	Sell	43 -11	-20%	-$1.28K	﹤0.01%	1690
2021 Q2	$7K	Hold	54	–	–	﹤0.01%	1269
2021 Q1	$8K	Hold	54	–	–	﹤0.01%	1023
2020 Q4	$7K	Hold	54	–	–	﹤0.01%	787
2020 Q3	$7K	Hold	54	–	–	﹤0.01%	697
2020 Q2	$6K	Buy	54 +1	+2%	+$111	﹤0.01%	716
2020 Q1	$5K	Sell	53 -105	-66%	-$9.91K	﹤0.01%	744
2019 Q4	$19K	Sell	158 -31	-16%	-$3.73K	0.01%	566
2019 Q3	$23K	Buy	189 +31	+20%	+$3.77K	0.01%	468
2019 Q2	$20K	Hold	158	–	–	0.01%	476
2019 Q1	$16K	Hold	158	–	–	0.01%	542
2018 Q4	$13K	Hold	158	–	–	0.01%	575
2018 Q3	$18K	Hold	158	–	–	0.01%	529
2018 Q2	$15K	Hold	158	–	–	0.01%	563
2018 Q1	$12K	Hold	158	–	–	0.01%	596
2017 Q4	$10K	Hold	158	–	–	﹤0.01%	647
2017 Q3	$10K	Hold	158	–	–	﹤0.01%	609
2017 Q2	$9K	Hold	158	–	–	﹤0.01%	628
2017 Q1	$9K	Hold	158	–	–	﹤0.01%	608
2016 Q4	$9K	Hold	158	–	–	﹤0.01%	660
2016 Q3	$7K	Hold	158	–	–	﹤0.01%	669
2016 Q2	$6K	Hold	158	–	–	﹤0.01%	703
2016 Q1	$6K	Sell	158 -134	-46%	-$5.09K	﹤0.01%	695
2015 Q4	$11K	Buy	+292	New	+$11K	0.01%	573

Other funds holding AZPN

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 Decatur, Illinois $1.6B AUM 20.7% 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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

TCI Wealth Advisors's AZPN Position: Q2 2022 in Review

TCI Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 43 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in AZPN in Q4 2015 and held it in 26 quarters. The position peaked at $23K in Q3 2019. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

TCI Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 43 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $7K.
TCI Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2015 and held it in 26 quarters.
TCI Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $23K in Q3 2019.
11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.