CA
AZPN

Cetera Advisors’s Aspen Technology Inc AZPN Stock Holding History

Cetera 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
2024
Q1 		$262K Buy
+1,230
New +$242K ﹤0.01% 2032
2022
Q3 		– Sell
-1,132
Closed -$208K – 1468
2022
Q2 		$208K Buy
+1,132
New +$201K ﹤0.01% 1222

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 Advisors's AZPN Position: Q1 2024 in Review

Cetera Advisors opened a new position in Aspen Technology Inc (AZPN) in Q1 2024: 1,230 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #2032 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in AZPN as recently as Q2 2022.

Cetera Advisors first reported a position in AZPN in Q2 2022 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Cetera Advisors held 1,230 shares of Aspen Technology Inc worth $262K as of Q1 2024.
  • Aspen Technology Inc was a new Cetera Advisors position in Q1 2024.
  • Aspen Technology Inc made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2032 holding.
  • Cetera Advisors first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

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