VAG
AZPN

VisionPoint Advisory Group’s Aspen Technology Inc AZPN Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-18
Closed -$3.58K – 816
2024
Q2 		$3.58K Hold
18
– – ﹤0.01% 594
2024
Q1 		$3.84K Hold
18
– – ﹤0.01% 586
2023
Q4 		$3.96K Buy
+18
New +$3.46K ﹤0.01% 521

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's AZPN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Aspen Technology Inc (AZPN) in Q3 2024, closing a stake of 18 shares — an estimated $3.58K sold.

VisionPoint Advisory Group first reported a position in AZPN in Q4 2023 and held it in 3 quarters. The position peaked at $3.96K in Q4 2023. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Aspen Technology Inc position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 18 Aspen Technology Inc shares in Q3 2024, an estimated $3.58K.
  • VisionPoint Advisory Group first reported a position in Aspen Technology Inc in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Aspen Technology Inc position peaked at $3.96K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.