BCA
AZPN

Berman Capital Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Berman Capital 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 		$5K Sell
46
-123
-73% -$13.4K ﹤0.01% 1457
2021
Q2 		$23K Buy
169
+123
+267% +$16.7K ﹤0.01% 865
2021
Q1 		$6K Sell
46
-57
-55% -$7.43K ﹤0.01% 1247
2020
Q4 		$13K Sell
103
-3
-3% -$379 ﹤0.01% 841
2020
Q3 		$13K Buy
106
+75
+242% +$9.2K ﹤0.01% 730
2020
Q2 		$3K Hold
31
– – ﹤0.01% 1217
2020
Q1 		$2K Hold
31
– – ﹤0.01% 1231
2019
Q4 		$3K Hold
31
– – ﹤0.01% 1156
2019
Q3 		$3K Hold
31
– – ﹤0.01% 1135
2019
Q2 		$3K Hold
31
– – ﹤0.01% 1151
2019
Q1 		$3K Buy
31
+11
+55% +$1.06K ﹤0.01% 1056
2018
Q4 		$1K Buy
+20
New +$1K ﹤0.01% 1114

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

Berman Capital Advisors's AZPN Position: Q3 2021 in Review

Berman Capital Advisors reduced its ASPEN TECHNOLOGY INC (AZPN) stake by 73% in Q3 2021, selling an estimated $13.4K and leaving 46 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Berman Capital Advisors first reported a position in AZPN in Q4 2018 and has held it in 12 quarters since. The position peaked at $23K in Q2 2021. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Berman Capital Advisors held 46 shares of ASPEN TECHNOLOGY INC worth $5K as of Q3 2021.
  • Berman Capital Advisors sold 123 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $13.4K.
  • ASPEN TECHNOLOGY INC made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1457 holding.
  • Berman Capital Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's ASPEN TECHNOLOGY INC position peaked at $23K in Q2 2021.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.