BWA
AZPN

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

BDO 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
2018
Q4 		– Sell
-674
Closed -$77K – 666
2018
Q3 		$77K Hold
674
– – 0.02% 244
2018
Q2 		$63K Buy
+674
New +$63K 0.02% 267

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's AZPN Position: Q4 2018 in Review

BDO Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2018, closing a stake of 674 shares — an estimated $77K sold.

BDO Wealth Advisors first reported a position in AZPN in Q2 2018 and held it in 2 quarters. The position peaked at $77K in Q3 2018. 299 funds tracked by Wall St. Rank hold AZPN as of Q4 2018.

  • BDO Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 674 ASPEN TECHNOLOGY INC shares in Q4 2018, an estimated $77K.
  • BDO Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q2 2018 and held it in 2 quarters.
  • BDO Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $77K in Q3 2018.
  • 299 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.