V
AZPN

Veritable’s Aspen Technology Inc AZPN Stock Holding History

Veritable’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
-1,142
Closed -$261K – 923
2023
Q1 		$261K Buy
1,142
+99
+9% +$20.5K ﹤0.01% 724
2022
Q4 		$214K Sell
1,043
-44
-4% -$10.2K ﹤0.01% 789
2022
Q3 		$259K Buy
+1,087
New +$226K 0.01% 672

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 $107B AUM 24.58% 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

Veritable's AZPN Position: Q2 2023 in Review

Veritable sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 1,142 shares — an estimated $261K sold.

Veritable first reported a position in AZPN in Q3 2022 and held it in 3 quarters. The position peaked at $261K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • Veritable reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Veritable sold 1,142 Aspen Technology Inc shares in Q2 2023, an estimated $261K.
  • Veritable first reported a position in Aspen Technology Inc in Q3 2022 and held it in 3 quarters.
  • Veritable's Aspen Technology Inc position peaked at $261K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.