AWA
AZPN

Arkadios Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-83
Closed -$11K – 2135
2021
Q2 		$11K Buy
+83
New +$11K ﹤0.01% 1520

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arkadios Wealth Advisors's AZPN Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2021, closing a stake of 83 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in AZPN in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 83 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $11K.
  • Arkadios Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $11K in Q2 2021.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.