TJHA
AZPN

Thomas J. Herzfeld Advisors’s Aspen Technology Inc AZPN Stock Holding History

Thomas J. Herzfeld 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
Q4 		– Sell
-23
Closed -$4.7K – 359
2023
Q3 		$4.7K Hold
23
– – ﹤0.01% 255
2023
Q2 		$3.85K Hold
23
– – ﹤0.01% 284
2023
Q1 		$5.26K Buy
23
+9
+64% +$1.87K ﹤0.01% 223
2022
Q4 		$2.88K Hold
14
– – ﹤0.01% 282
2022
Q3 		$3K Hold
14
– – ﹤0.01% 272
2022
Q2 		$3K Buy
+14
New +$2.49K ﹤0.01% 274

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Thomas J. Herzfeld Advisors's AZPN Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 23 shares — an estimated $4.7K sold.

Thomas J. Herzfeld Advisors first reported a position in AZPN in Q2 2022 and held it in 6 quarters. The position peaked at $5.26K in Q1 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 23 Aspen Technology Inc shares in Q4 2023, an estimated $4.7K.
  • Thomas J. Herzfeld Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 6 quarters.
  • Thomas J. Herzfeld Advisors's Aspen Technology Inc position peaked at $5.26K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.