AWE
AZPN

Avidian Wealth Enterprises’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Avidian Wealth Enterprises’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
2016
Q2 		– Sell
-6,450
Closed -$233K – 103
2016
Q1 		$233K Buy
+6,450
New +$233K 0.13% 67

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Kayne Anderson Rudnick Investment Management
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AL
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avidian Wealth Enterprises's AZPN Position: Q2 2016 in Review

Avidian Wealth Enterprises sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2016, closing a stake of 6,450 shares — an estimated $233K sold.

Avidian Wealth Enterprises first reported a position in AZPN in Q1 2016 and held it in 1 quarter. The position peaked at $233K in Q1 2016. 224 funds tracked by Wall St. Rank hold AZPN as of Q2 2016.

  • Avidian Wealth Enterprises reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,450 ASPEN TECHNOLOGY INC shares in Q2 2016, an estimated $233K.
  • Avidian Wealth Enterprises first reported a position in ASPEN TECHNOLOGY INC in Q1 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's ASPEN TECHNOLOGY INC position peaked at $233K in Q1 2016.
  • 224 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2016, filed 15 Aug 2016.