WBC
AZPN

West Branch Capital’s Aspen Technology Inc AZPN Stock Holding History

West Branch Capital’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
-28
Closed -$4.69K – 456
2023
Q2 		$4.69K Buy
+28
New +$5.2K ﹤0.01% 354

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Branch Capital's AZPN Position: Q3 2023 in Review

West Branch Capital sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 28 shares — an estimated $4.69K sold.

West Branch Capital first reported a position in AZPN in Q2 2023 and held it in 1 quarter. The position peaked at $4.69K in Q2 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • West Branch Capital reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • West Branch Capital sold 28 Aspen Technology Inc shares in Q3 2023, an estimated $4.69K.
  • West Branch Capital first reported a position in Aspen Technology Inc in Q2 2023 and held it in 1 quarter.
  • West Branch Capital's Aspen Technology Inc position peaked at $4.69K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on West Branch Capital's 13F filing for Q3 2023, filed 20 Oct 2023.