AG
AZPN

Advisor Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Advisor 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
2019
Q4 		$1.64M Buy
13,604
+2,251
+20% +$272K 0.01% 916
2019
Q3 		$1.4M Buy
11,353
+1,376
+14% +$169K 0.01% 955
2019
Q2 		$1.24M Buy
9,977
+1,700
+21% +$211K 0.01% 995
2019
Q1 		$863K Buy
8,277
+2,505
+43% +$261K 0.01% 1194
2018
Q4 		$475K Buy
5,772
+1,932
+50% +$159K ﹤0.01% 1440
2018
Q3 		$438K Buy
3,840
+172
+5% +$19.6K ﹤0.01% 1566
2018
Q2 		$340K Sell
3,668
-191
-5% -$17.7K ﹤0.01% 1605
2018
Q1 		$305K Buy
3,859
+543
+16% +$42.9K ﹤0.01% 1680
2017
Q4 		$219K Buy
3,316
+107
+3% +$7.07K ﹤0.01% 1925
2017
Q3 		$202K Buy
3,209
+60
+2% +$3.78K ﹤0.01% 1856
2017
Q2 		$173K Buy
3,149
+1,296
+70% +$71.2K ﹤0.01% 1900
2017
Q1 		$110K Sell
1,853
-203
-10% -$12.1K ﹤0.01% 2092
2016
Q4 		$113K Sell
2,056
-306
-13% -$16.8K ﹤0.01% 1985
2016
Q3 		$111K Sell
2,362
-516
-18% -$24.2K ﹤0.01% 1929
2016
Q2 		$114K Buy
+2,878
New +$114K ﹤0.01% 1835

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisor Group's AZPN Position: Q4 2019 in Review

Advisor Group increased its ASPEN TECHNOLOGY INC (AZPN) stake by 20% in Q4 2019, buying an estimated $272K and bringing the position to 13,604 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #916.

Advisor Group first reported a position in AZPN in Q2 2016 and has held it in 15 quarters since. 358 funds tracked by Wall St. Rank hold AZPN as of Q4 2019.

  • Advisor Group held 13,604 shares of ASPEN TECHNOLOGY INC worth $1.64M as of Q4 2019.
  • Advisor Group bought 2,251 ASPEN TECHNOLOGY INC shares in Q4 2019, an estimated $272K.
  • ASPEN TECHNOLOGY INC made up 0.01% of Advisor Group's portfolio in Q4 2019, its #916 holding.
  • Advisor Group first reported a position in ASPEN TECHNOLOGY INC in Q2 2016 and has held it in 15 quarters since.
  • 358 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.