WTC
AZPN

WhitTier Trust Company’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

WhitTier Trust Company’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
2022
Q2 		– Sell
-73
Closed -$12K – 1214
2022
Q1 		$12K Sell
73
-562
-89% -$92.4K ﹤0.01% 906
2021
Q4 		$97K Sell
635
-15,850
-96% -$2.42M ﹤0.01% 581
2021
Q3 		$2.02M Buy
16,485
+758
+5% +$93.1K 0.08% 197
2021
Q2 		$2.16M Buy
15,727
+5,016
+47% +$690K 0.09% 190
2021
Q1 		$1.55M Buy
10,711
+1,090
+11% +$157K 0.07% 208
2020
Q4 		$1.25M Buy
9,621
+881
+10% +$115K 0.06% 219
2020
Q3 		$1.11M Buy
8,740
+423
+5% +$53.5K 0.06% 209
2020
Q2 		$862K Buy
8,317
+1,750
+27% +$181K 0.05% 230
2020
Q1 		$624K Buy
6,567
+1,167
+22% +$111K 0.05% 240
2019
Q4 		$653K Buy
5,400
+1,286
+31% +$156K 0.04% 272
2019
Q3 		$506K Buy
4,114
+647
+19% +$79.6K 0.04% 289
2019
Q2 		$431K Buy
3,467
+400
+13% +$49.7K 0.03% 300
2019
Q1 		$320K Buy
3,067
+823
+37% +$85.9K 0.02% 340
2018
Q4 		$184K Buy
2,244
+229
+11% +$18.8K 0.02% 387
2018
Q3 		$230K Buy
2,015
+262
+15% +$29.9K 0.02% 379
2018
Q2 		$163K Buy
1,753
+1,410
+411% +$131K 0.01% 418
2018
Q1 		$27K Buy
+343
New +$27K ﹤0.01% 712

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WhitTier Trust Company's AZPN Position: Q2 2022 in Review

WhitTier Trust Company sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 73 shares — an estimated $12K sold.

WhitTier Trust Company first reported a position in AZPN in Q1 2018 and held it in 17 quarters. The position peaked at $2.16M in Q2 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • WhitTier Trust Company reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 73 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $12K.
  • WhitTier Trust Company first reported a position in ASPEN TECHNOLOGY INC in Q1 2018 and held it in 17 quarters.
  • WhitTier Trust Company's ASPEN TECHNOLOGY INC position peaked at $2.16M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.