TWP
AZPN

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

Triad 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
2024
Q3 		– Sell
-8
Closed -$1.59K – 994
2024
Q2 		$1.59K Buy
+8
New +$1.64K ﹤0.01% 802

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First Manhattan
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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Geode Capital Management
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Triad Wealth Partners's AZPN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Aspen Technology Inc (AZPN) in Q3 2024, closing a stake of 8 shares — an estimated $1.59K sold.

Triad Wealth Partners first reported a position in AZPN in Q2 2024 and held it in 1 quarter. The position peaked at $1.59K in Q2 2024. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Aspen Technology Inc position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 8 Aspen Technology Inc shares in Q3 2024, an estimated $1.59K.
  • Triad Wealth Partners first reported a position in Aspen Technology Inc in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Aspen Technology Inc position peaked at $1.59K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.