A detailed history of Steward Partners Investment Advisory, LLC transactions in Aspen Technology, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 717 shares of AZPN stock, worth $181,515. This represents 0.0% of its overall portfolio holdings.

Number of Shares
717
Previous 619 15.83%
Holding current value
$181,515
Previous $122,000 40.16%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$172.9 - $239.26 $16,944 - $23,447
98 Added 15.83%
717 $171,000
Q2 2024

Aug 08, 2024

SELL
$188.77 - $221.94 $7,739 - $9,099
-41 Reduced 6.21%
619 $122,000
Q1 2024

May 15, 2024

SELL
$175.36 - $216.89 $13,853 - $17,134
-79 Reduced 10.69%
660 $140,000
Q4 2023

Feb 12, 2024

BUY
$163.41 - $221.82 $45,264 - $61,444
277 Added 59.96%
739 $162,000
Q3 2023

Nov 13, 2023

SELL
$166.81 - $205.46 $7,673 - $9,451
-46 Reduced 9.06%
462 $94,000
Q2 2023

Aug 14, 2023

SELL
$162.11 - $244.34 $357,452 - $538,769
-2,205 Reduced 81.28%
508 $85,000
Q1 2023

May 15, 2023

BUY
$189.79 - $228.87 $124,122 - $149,680
654 Added 31.76%
2,713 $620,000
Q4 2022

Feb 15, 2023

BUY
$199.97 - $256.23 $370,544 - $474,794
1,853 Added 899.51%
2,059 $422,000
Q3 2022

Nov 10, 2022

SELL
$175.3 - $238.2 $2,103 - $2,858
-12 Reduced 5.5%
206 $49,000
Q2 2022

Aug 04, 2022

BUY
$149.35 - $210.23 $32,558 - $45,830
218 New
218 $40,000

Others Institutions Holding AZPN

About Aspen Technology, Inc.


  • Ticker AZPN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 64,531,300
  • Market Cap $16.3B
  • Description
  • Aspen Technology, Inc. provides enterprise asset performance management, asset performance monitoring, and asset optimization solutions worldwide. The company's solutions address complex environments where it is critical to optimize the asset design, operation, and maintenance lifecycle. It serves bulk chemicals, consumer packaged goods, downstr...
More about AZPN
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.