Financial Architects (New Jersey)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-212	Closed	-$22K	–	859
2020 Q2	$22K	Hold	212	–	–	0.01%	540
2020 Q1	$20K	Hold	212	–	–	0.01%	518
2019 Q4	$26K	Hold	212	–	–	0.01%	535
2019 Q3	$26K	Hold	212	–	–	0.01%	552
2019 Q2	$26K	Hold	212	–	–	﹤0.01%	662
2019 Q1	$22K	Hold	212	–	–	﹤0.01%	869
2018 Q4	$17K	Hold	212	–	–	﹤0.01%	856
2018 Q3	$24K	Hold	212	–	–	﹤0.01%	880
2018 Q2	$20K	Hold	212	–	–	﹤0.01%	816
2018 Q1	$17K	Hold	212	–	–	﹤0.01%	940
2017 Q4	$14K	Hold	212	–	–	﹤0.01%	1065
2017 Q3	$13K	Hold	212	–	–	﹤0.01%	1072
2017 Q2	$12K	Hold	212	–	–	﹤0.01%	1102
2017 Q1	$12K	Hold	212	–	–	﹤0.01%	1100
2016 Q4	$12K	Buy	+212	New	+$12K	﹤0.01%	980

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Financial Architects (New Jersey)'s AZPN Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 212 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in AZPN in Q4 2016 and held it in 15 quarters. The position peaked at $26K in Q4 2019. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

Financial Architects (New Jersey) reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 212 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $22K.
Financial Architects (New Jersey) first reported a position in ASPEN TECHNOLOGY INC in Q4 2016 and held it in 15 quarters.
Financial Architects (New Jersey)'s ASPEN TECHNOLOGY INC position peaked at $26K in Q4 2019.
325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.