WealthPLAN Partners’s Aspen Aerogels ASPN Stock Holding History

WealthPLAN Partners’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10	Closed	-$75	–	1264
2023 Q1	$75	Buy	+10	New	+$99	﹤0.01%	1294

Other funds holding ASPN

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

WealthPLAN Partners's ASPN Position: Q2 2023 in Review

WealthPLAN Partners sold out of Aspen Aerogels (ASPN) in Q2 2023, closing a stake of 10 shares — an estimated $75 sold.

WealthPLAN Partners first reported a position in ASPN in Q1 2023 and held it in 1 quarter. The position peaked at $75 in Q1 2023. 159 funds tracked by Wall St. Rank hold ASPN as of Q2 2023.

WealthPLAN Partners reported no remaining Aspen Aerogels position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 10 Aspen Aerogels shares in Q2 2023, an estimated $75.
WealthPLAN Partners first reported a position in Aspen Aerogels in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Aspen Aerogels position peaked at $75 in Q1 2023.
159 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.