WP
AZPN

WealthPLAN Partners’s Aspen Technology Inc AZPN Stock Holding History

WealthPLAN Partners’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
-53
Closed -$8.88K – 1229
2023
Q2 		$8.88K Sell
53
-42
-44% -$7.8K ﹤0.01% 809
2023
Q1 		$21.7K Buy
+95
New +$19.7K ﹤0.01% 709

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State Street
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Neuberger Berman Group
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JSP
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WealthPLAN Partners's AZPN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 53 shares — an estimated $8.88K sold.

WealthPLAN Partners first reported a position in AZPN in Q1 2023 and held it in 2 quarters. The position peaked at $21.7K in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 53 Aspen Technology Inc shares in Q3 2023, an estimated $8.88K.
  • WealthPLAN Partners first reported a position in Aspen Technology Inc in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Aspen Technology Inc position peaked at $21.7K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.