WWM
AZPN

Wolff Wiese Magana’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Wolff Wiese Magana’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
-924
Closed -$153K – 1013
2022
Q1 		$153K Buy
924
+29
+3% +$4.8K 0.1% 143
2021
Q4 		$136K Sell
895
-32
-3% -$4.86K 0.09% 171
2021
Q3 		$114K Buy
927
+2
+0.2% +$246 0.08% 185
2021
Q2 		$127K Buy
925
+27
+3% +$3.71K 0.09% 161
2021
Q1 		$130K Hold
898
– – 0.1% 160
2020
Q4 		$117K Buy
+898
New +$117K 0.1% 165

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

Wolff Wiese Magana's AZPN Position: Q2 2022 in Review

Wolff Wiese Magana sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 924 shares — an estimated $153K sold.

Wolff Wiese Magana first reported a position in AZPN in Q4 2020 and held it in 6 quarters. The position peaked at $153K in Q1 2022. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Wolff Wiese Magana reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Wolff Wiese Magana sold 924 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $153K.
  • Wolff Wiese Magana first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 6 quarters.
  • Wolff Wiese Magana's ASPEN TECHNOLOGY INC position peaked at $153K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Wolff Wiese Magana's 13F filing for Q2 2022, filed 15 Jul 2022.