ZB
AZPN

Zions Bancorporation’s Aspen Technology Inc AZPN Stock Holding History

Zions Bancorporation’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
2024
Q3 		– Sell
-14
Closed -$2.78K – 939
2024
Q2 		$2.78K Sell
14
-11
-44% -$2.26K ﹤0.01% 818
2024
Q1 		$5.33K Hold
25
– – ﹤0.01% 751
2023
Q4 		$5.5K Buy
25
+3
+14% +$577 ﹤0.01% 736
2023
Q3 		$4.49K Hold
22
– – ﹤0.01% 736
2023
Q2 		$3.69K Buy
+22
New +$4.08K ﹤0.01% 767

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zions Bancorporation's AZPN Position: Q3 2024 in Review

Zions Bancorporation sold out of Aspen Technology Inc (AZPN) in Q3 2024, closing a stake of 14 shares — an estimated $2.78K sold.

Zions Bancorporation first reported a position in AZPN in Q2 2023 and held it in 5 quarters. The position peaked at $5.5K in Q4 2023. 424 funds tracked by Wall St. Rank hold AZPN as of Q3 2024.

  • Zions Bancorporation reported no remaining Aspen Technology Inc position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 14 Aspen Technology Inc shares in Q3 2024, an estimated $2.78K.
  • Zions Bancorporation first reported a position in Aspen Technology Inc in Q2 2023 and held it in 5 quarters.
  • Zions Bancorporation's Aspen Technology Inc position peaked at $5.5K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.