BCWM
AZPN

Bartlett & Co Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-37
Closed -$4.54K – 963
2021
Q3 		$4.54K Hold
37
– – ﹤0.01% 777
2021
Q2 		$5.09K Hold
37
– – ﹤0.01% 756
2021
Q1 		$5.34K Hold
37
– – ﹤0.01% 785
2020
Q4 		$4.82K Hold
37
– – ﹤0.01% 795
2020
Q3 		$4.68K Hold
37
– – ﹤0.01% 740
2020
Q2 		$3.83K Hold
37
– – ﹤0.01% 752
2020
Q1 		$3.52K Hold
37
– – ﹤0.01% 743
2019
Q4 		$4.47K Hold
37
– – ﹤0.01% 776
2019
Q3 		$4.55K Buy
+37
New +$4.55K ﹤0.01% 786

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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bartlett & Co Wealth Management's AZPN Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2021, closing a stake of 37 shares — an estimated $4.54K sold.

Bartlett & Co Wealth Management first reported a position in AZPN in Q3 2019 and held it in 9 quarters. The position peaked at $5.34K in Q1 2021. 382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 37 ASPEN TECHNOLOGY INC shares in Q4 2021, an estimated $4.54K.
  • Bartlett & Co Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2019 and held it in 9 quarters.
  • Bartlett & Co Wealth Management's ASPEN TECHNOLOGY INC position peaked at $5.34K in Q1 2021.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.