Cetera Investment Advisers
AZPN

Cetera Investment Advisers’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Cetera Investment Advisers’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
2022
Q1 		– Sell
-2,099
Closed -$319K – 2030
2021
Q4 		$319K Buy
+2,099
New +$319K ﹤0.01% 1461
2021
Q3 		– Sell
-2,362
Closed -$325K – 1909
2021
Q2 		$325K Buy
2,362
+288
+14% +$39.6K 0.01% 1370
2021
Q1 		$299K Sell
2,074
-99
-5% -$14.3K 0.01% 1252
2020
Q4 		$283K Buy
+2,173
New +$283K 0.01% 1269

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers's AZPN Position: Q1 2022 in Review

Cetera Investment Advisers sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2022, closing a stake of 2,099 shares — an estimated $319K sold.

Cetera Investment Advisers first reported a position in AZPN in Q4 2020 and held it in 4 quarters. The position peaked at $325K in Q2 2021. 381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

  • Cetera Investment Advisers reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,099 ASPEN TECHNOLOGY INC shares in Q1 2022, an estimated $319K.
  • Cetera Investment Advisers first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 4 quarters.
  • Cetera Investment Advisers's ASPEN TECHNOLOGY INC position peaked at $325K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on Cetera Investment Advisers's 13F filing for Q1 2022, filed 13 May 2022.