WIM
AZPN

WealthPlan Investment Management’s Aspen Technology Inc AZPN Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-123
Closed -$20.6K – 371
2023
Q2 		$20.6K Sell
123
-439
-78% -$81.5K 0.01% 238
2023
Q1 		$129K Buy
+562
New +$117K 0.02% 182

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WealthPlan Investment Management's AZPN Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 123 shares — an estimated $20.6K sold.

WealthPlan Investment Management first reported a position in AZPN in Q1 2023 and held it in 2 quarters. The position peaked at $129K in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 123 Aspen Technology Inc shares in Q3 2023, an estimated $20.6K.
  • WealthPlan Investment Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Aspen Technology Inc position peaked at $129K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.