VPIM
AZPN

Vanguard Personalized Indexing Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Vanguard Personalized Indexing 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
2022
Q2 		– Sell
-4,380
Closed -$724K – 1358
2022
Q1 		$724K Sell
4,380
-1,257
-22% -$208K 0.04% 637
2021
Q4 		$858K Buy
5,637
+2,780
+97% +$423K 0.05% 476
2021
Q3 		$351K Buy
+2,857
New +$351K 0.03% 700

Other funds holding AZPN

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BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vanguard Personalized Indexing Management's AZPN Position: Q2 2022 in Review

Vanguard Personalized Indexing Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 4,380 shares — an estimated $724K sold.

Vanguard Personalized Indexing Management first reported a position in AZPN in Q3 2021 and held it in 3 quarters. The position peaked at $858K in Q4 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Vanguard Personalized Indexing Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,380 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $724K.
  • Vanguard Personalized Indexing Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's ASPEN TECHNOLOGY INC position peaked at $858K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2022, filed 9 Aug 2022.