CIAS
AZPN

Capital Investment Advisory Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-214
Closed -$26K – 1443
2019
Q3 		$26K Hold
214
– – 0.01% 743
2019
Q2 		$29K Buy
+214
New +$29K 0.01% 686

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BlackRock
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WRF
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Investment Advisory Services's AZPN Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2019, closing a stake of 214 shares — an estimated $26K sold.

Capital Investment Advisory Services first reported a position in AZPN in Q2 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 358 funds tracked by Wall St. Rank hold AZPN as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 214 ASPEN TECHNOLOGY INC shares in Q4 2019, an estimated $26K.
  • Capital Investment Advisory Services first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's ASPEN TECHNOLOGY INC position peaked at $29K in Q2 2019.
  • 358 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.