VFA
AZPN

Values First Advisors’s Aspen Technology Inc AZPN Stock Holding History

Values First 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
Q2 		– Sell
-20
Closed -$4.46K – 355
2023
Q1 		$4.46K Buy
+20
New +$4.15K ﹤0.01% 229

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Values First Advisors's AZPN Position: Q2 2023 in Review

Values First Advisors sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 20 shares — an estimated $4.46K sold.

Values First Advisors first reported a position in AZPN in Q1 2023 and held it in 1 quarter. The position peaked at $4.46K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Values First Advisors reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 20 Aspen Technology Inc shares in Q2 2023, an estimated $4.46K.
  • Values First Advisors first reported a position in Aspen Technology Inc in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Aspen Technology Inc position peaked at $4.46K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.