TWM
AZPN

TriaGen Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

TriaGen Wealth Management’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
-2,359
Closed -$540K – 185
2023
Q1 		$540K Buy
+2,359
New +$489K 0.27% 91

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 $123B AUM 38.85% 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

TriaGen Wealth Management's AZPN Position: Q2 2023 in Review

TriaGen Wealth Management sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 2,359 shares — an estimated $540K sold.

TriaGen Wealth Management first reported a position in AZPN in Q1 2023 and held it in 1 quarter. The position peaked at $540K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • TriaGen Wealth Management reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,359 Aspen Technology Inc shares in Q2 2023, an estimated $540K.
  • TriaGen Wealth Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 1 quarter.
  • TriaGen Wealth Management's Aspen Technology Inc position peaked at $540K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on TriaGen Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.