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
2022
Q2 		– Sell
-2,298
Closed -$380K – 986
2022
Q1 		$380K Buy
2,298
+632
+38% +$105K 0.01% 637
2021
Q4 		$254K Buy
+1,666
New +$254K ﹤0.01% 781
2021
Q3 		– Sell
-1,893
Closed -$260K – 919
2021
Q2 		$260K Buy
+1,893
New +$260K ﹤0.01% 740
2015
Q2 		– Sell
-5,587
Closed -$215K – 957
2015
Q1 		$215K Buy
+5,587
New +$215K ﹤0.01% 865

Other funds holding AZPN

BAMCO Inc
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

Veritable's AZPN Position: Q2 2022 in Review

Veritable sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,298 shares — an estimated $380K sold.

Veritable first reported a position in AZPN in Q1 2015 and held it in 4 quarters. The position peaked at $380K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Veritable reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Veritable sold 2,298 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $380K.
  • Veritable first reported a position in ASPEN TECHNOLOGY INC in Q1 2015 and held it in 4 quarters.
  • Veritable's ASPEN TECHNOLOGY INC position peaked at $380K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Veritable's 13F filing for Q2 2022, filed 15 Aug 2022.