AWM
AZPN

Atticus Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Atticus Wealth Management’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
2020
Q2 		– Sell
-1,795
Closed -$171K – 341
2020
Q1 		$171K Sell
1,795
-200
-10% -$19.1K 0.14% 86
2019
Q4 		$241K Buy
+1,995
New +$241K 0.15% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Atticus Wealth Management's AZPN Position: Q2 2020 in Review

Atticus Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2020, closing a stake of 1,795 shares — an estimated $171K sold.

Atticus Wealth Management first reported a position in AZPN in Q4 2019 and held it in 2 quarters. The position peaked at $241K in Q4 2019. 315 funds tracked by Wall St. Rank hold AZPN as of Q2 2020.

  • Atticus Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 1,795 ASPEN TECHNOLOGY INC shares in Q2 2020, an estimated $171K.
  • Atticus Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2019 and held it in 2 quarters.
  • Atticus Wealth Management's ASPEN TECHNOLOGY INC position peaked at $241K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2020.

Based on Atticus Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.