CAN
AZPN

Cetera Advisor Networks’s Aspen Technology Inc AZPN Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$802K Buy
3,762
+306
+9% +$60.3K ﹤0.01% 1603
2023
Q4 		$761K Buy
3,456
+1,020
+42% +$196K ﹤0.01% 1561
2023
Q3 		$498K Buy
2,436
+239
+11% +$45K ﹤0.01% 1762
2023
Q2 		$368K Buy
2,197
+408
+23% +$75.7K ﹤0.01% 1936
2023
Q1 		$409K Buy
1,789
+302
+20% +$62.6K ﹤0.01% 1836
2022
Q4 		$305K Buy
+1,487
New +$345K ﹤0.01% 1978

Other funds holding AZPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisor Networks's AZPN Position: Q1 2024 in Review

Cetera Advisor Networks increased its Aspen Technology Inc (AZPN) stake by 8.9% in Q1 2024, buying an estimated $60.3K and bringing the position to 3,762 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Cetera Advisor Networks first reported a position in AZPN in Q4 2022 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Cetera Advisor Networks held 3,762 shares of Aspen Technology Inc worth $802K as of Q1 2024.
  • Cetera Advisor Networks bought 306 Aspen Technology Inc shares in Q1 2024, an estimated $60.3K.
  • Aspen Technology Inc made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1603 holding.
  • Cetera Advisor Networks first reported a position in Aspen Technology Inc in Q4 2022 and has held it in 6 quarters since.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.