TWP
AZPN

TFO Wealth Partners’s Aspen Technology Inc AZPN Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-7
Closed -$1K – 518
2022
Q2 		$1K Buy
+7
New +$1.25K ﹤0.01% 489

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TFO Wealth Partners's AZPN Position: Q3 2022 in Review

TFO Wealth Partners sold out of Aspen Technology Inc (AZPN) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in AZPN in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 338 funds tracked by Wall St. Rank hold AZPN as of Q3 2022.

  • TFO Wealth Partners reported no remaining Aspen Technology Inc position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Aspen Technology Inc shares in Q3 2022, an estimated $1K.
  • TFO Wealth Partners first reported a position in Aspen Technology Inc in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Aspen Technology Inc position peaked at $1K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.