CIA
AZPN

CSat Investment Advisory’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

CSat Investment Advisory’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
-284
Closed -$36K – 1093
2020
Q3 		$36K Buy
284
+34
+14% +$4.31K ﹤0.01% 727
2020
Q2 		$26K Buy
250
+68
+37% +$7.07K ﹤0.01% 776
2020
Q1 		$17K Buy
182
+33
+22% +$3.08K ﹤0.01% 767
2019
Q4 		$18K Buy
149
+18
+14% +$2.17K ﹤0.01% 832
2019
Q3 		$16K Buy
131
+18
+16% +$2.2K 0.01% 785
2019
Q2 		$14K Buy
+113
New +$14K ﹤0.01% 786

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

CSat Investment Advisory's AZPN Position: Q4 2020 in Review

CSat Investment Advisory sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2020, closing a stake of 284 shares — an estimated $36K sold.

CSat Investment Advisory first reported a position in AZPN in Q2 2019 and held it in 6 quarters. The position peaked at $36K in Q3 2020. 357 funds tracked by Wall St. Rank hold AZPN as of Q4 2020.

  • CSat Investment Advisory reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 284 ASPEN TECHNOLOGY INC shares in Q4 2020, an estimated $36K.
  • CSat Investment Advisory first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's ASPEN TECHNOLOGY INC position peaked at $36K in Q3 2020.
  • 357 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.