VF
AZPN

VitalStone Financial’s Aspen Technology Inc AZPN Stock Holding History

VitalStone Financial’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
Q4 		– Sell
-14
Closed -$2K – 613
2023
Q3 		$2K Buy
+14
New +$2.63K ﹤0.01% 398

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Morgan Stanley
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VitalStone Financial's AZPN Position: Q4 2023 in Review

VitalStone Financial sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 14 shares — an estimated $2K sold.

VitalStone Financial first reported a position in AZPN in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • VitalStone Financial reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • VitalStone Financial sold 14 Aspen Technology Inc shares in Q4 2023, an estimated $2K.
  • VitalStone Financial first reported a position in Aspen Technology Inc in Q3 2023 and held it in 1 quarter.
  • VitalStone Financial's Aspen Technology Inc position peaked at $2K in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.