WC
AZPN

Westwind Capital’s Aspen Technology Inc AZPN Stock Holding History

Westwind 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
-399
Closed -$67K – 44
2023
Q2 		$67K Sell
399
-32,013
-99% -$5.94M 0.02% 36
2023
Q1 		$7.42M Buy
+32,412
New +$6.72M 2.37% 17

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Vanguard Group
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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

Westwind Capital's AZPN Position: Q3 2023 in Review

Westwind Capital sold out of Aspen Technology Inc (AZPN) in Q3 2023, closing a stake of 399 shares — an estimated $67K sold.

Westwind Capital first reported a position in AZPN in Q1 2023 and held it in 2 quarters. The position peaked at $7.42M in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

  • Westwind Capital reported no remaining Aspen Technology Inc position as of Q3 2023 after selling out during the quarter.
  • Westwind Capital sold 399 Aspen Technology Inc shares in Q3 2023, an estimated $67K.
  • Westwind Capital first reported a position in Aspen Technology Inc in Q1 2023 and held it in 2 quarters.
  • Westwind Capital's Aspen Technology Inc position peaked at $7.42M in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

Based on Westwind Capital's 13F filing for Q3 2023, filed 11 Oct 2023.