RWML
AZPN

RAFFA WEALTH MANAGEMENT, LLC’s Aspen Technology Inc AZPN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q4 		– Sell
-5
Closed -$1.19K – 1169
2022
Q3 		$1.19K Buy
+5
New +$1.04K ﹤0.01% 743

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Franklin Resources
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
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RAFFA WEALTH MANAGEMENT, LLC's AZPN Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Aspen Technology Inc (AZPN) in Q4 2022, closing a stake of 5 shares — an estimated $1.19K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AZPN in Q3 2022 and held it in 1 quarter. The position peaked at $1.19K in Q3 2022. 384 funds tracked by Wall St. Rank hold AZPN as of Q4 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Aspen Technology Inc position as of Q4 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 5 Aspen Technology Inc shares in Q4 2022, an estimated $1.19K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Aspen Technology Inc in Q3 2022 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Aspen Technology Inc position peaked at $1.19K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.