BBA
AZPN

Braun-Bostich & Associates’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-317
Closed -$40K – 239
2020
Q3 		$40K Buy
317
+296
+1,410% +$37.4K 0.04% 162
2020
Q2 		$2K Buy
+21
New +$2K ﹤0.01% 304

Other funds holding AZPN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Braun-Bostich & Associates's AZPN Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2020, closing a stake of 317 shares — an estimated $40K sold.

Braun-Bostich & Associates first reported a position in AZPN in Q2 2020 and held it in 2 quarters. The position peaked at $40K in Q3 2020. 357 funds tracked by Wall St. Rank hold AZPN as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 317 ASPEN TECHNOLOGY INC shares in Q4 2020, an estimated $40K.
  • Braun-Bostich & Associates first reported a position in ASPEN TECHNOLOGY INC in Q2 2020 and held it in 2 quarters.
  • Braun-Bostich & Associates's ASPEN TECHNOLOGY INC position peaked at $40K in Q3 2020.
  • 357 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.