CAL
AZPN

Capital Analysts LLC’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Capital Analysts LLC’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
-21
Closed -$3K – 840
2020
Q3 		$3K Hold
21
– – ﹤0.01% 700
2020
Q2 		$2K Hold
21
– – ﹤0.01% 674
2020
Q1 		$2K Hold
21
– – ﹤0.01% 648
2019
Q4 		$3K Hold
21
– – ﹤0.01% 659
2019
Q3 		$2K Hold
21
– – ﹤0.01% 660
2019
Q2 		$3K Hold
21
– – ﹤0.01% 619
2019
Q1 		$2K Hold
21
– – ﹤0.01% 619
2018
Q4 		$2K Buy
21
+4
+24% +$381 ﹤0.01% 558
2018
Q3 		$2K Buy
+17
New +$2K ﹤0.01% 536

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
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

Capital Analysts LLC's AZPN Position: Q4 2020 in Review

Capital Analysts LLC sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2020, closing a stake of 21 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in AZPN in Q3 2018 and held it in 9 quarters. The position peaked at $3K in Q3 2020. 357 funds tracked by Wall St. Rank hold AZPN as of Q4 2020.

  • Capital Analysts LLC reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 21 ASPEN TECHNOLOGY INC shares in Q4 2020, an estimated $3K.
  • Capital Analysts LLC first reported a position in ASPEN TECHNOLOGY INC in Q3 2018 and held it in 9 quarters.
  • Capital Analysts LLC's ASPEN TECHNOLOGY INC position peaked at $3K in Q3 2020.
  • 357 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.