WEG
AZPN

World Equity Group’s Aspen Technology Inc AZPN Stock Holding History

World Equity Group’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
Q2 		– Sell
-62,038
Closed -$556K – 592
2023
Q1 		$556K Buy
+62,038
New +$12.9M 0.08% 257

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State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
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BAMCO Inc
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

World Equity Group's AZPN Position: Q2 2023 in Review

World Equity Group sold out of Aspen Technology Inc (AZPN) in Q2 2023, closing a stake of 62,038 shares — an estimated $556K sold.

World Equity Group first reported a position in AZPN in Q1 2023 and held it in 1 quarter. The position peaked at $556K in Q1 2023. 355 funds tracked by Wall St. Rank hold AZPN as of Q2 2023.

  • World Equity Group reported no remaining Aspen Technology Inc position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 62,038 Aspen Technology Inc shares in Q2 2023, an estimated $556K.
  • World Equity Group first reported a position in Aspen Technology Inc in Q1 2023 and held it in 1 quarter.
  • World Equity Group's Aspen Technology Inc position peaked at $556K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.