GCA
AZPN

Gideon Capital Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Gideon Capital 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
2018
Q4 		– Sell
-2,027
Closed -$231K – 563
2018
Q3 		$231K Buy
+2,027
New +$231K 0.11% 294
2018
Q2 		– Sell
-3,889
Closed -$307K – 535
2018
Q1 		$307K Buy
+3,889
New +$307K 0.19% 224
2017
Q4 		– Sell
-9,208
Closed -$578K – 464
2017
Q3 		$578K Buy
+9,208
New +$578K 0.57% 32
2017
Q2 		– Sell
-4,453
Closed -$262K – 488
2017
Q1 		$262K Buy
+4,453
New +$262K 0.16% 295

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's AZPN Position: Q4 2018 in Review

Gideon Capital Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2018, closing a stake of 2,027 shares — an estimated $231K sold.

Gideon Capital Advisors first reported a position in AZPN in Q1 2017 and held it in 4 quarters. The position peaked at $578K in Q3 2017. 299 funds tracked by Wall St. Rank hold AZPN as of Q4 2018.

  • Gideon Capital Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 2,027 ASPEN TECHNOLOGY INC shares in Q4 2018, an estimated $231K.
  • Gideon Capital Advisors first reported a position in ASPEN TECHNOLOGY INC in Q1 2017 and held it in 4 quarters.
  • Gideon Capital Advisors's ASPEN TECHNOLOGY INC position peaked at $578K in Q3 2017.
  • 299 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.