GRP
AZPN

Global Retirement Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Global Retirement Partners’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
2021
Q4 		– Sell
-49
Closed -$6K – 2049
2021
Q3 		$6K Sell
49
-13
-21% -$1.59K ﹤0.01% 1591
2021
Q2 		$9K Sell
62
-11
-15% -$1.6K ﹤0.01% 1422
2021
Q1 		$11K Hold
73
– – ﹤0.01% 1279
2020
Q4 		$10K Hold
73
– – ﹤0.01% 1280
2020
Q3 		$9K Hold
73
– – ﹤0.01% 1193
2020
Q2 		$8K Sell
73
-10
-12% -$1.1K ﹤0.01% 1188
2020
Q1 		$8K Hold
83
– – ﹤0.01% 1120
2019
Q4 		$10K Buy
+83
New +$10K ﹤0.01% 1163

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
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Global Retirement Partners's AZPN Position: Q4 2021 in Review

Global Retirement Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2021, closing a stake of 49 shares — an estimated $6K sold.

Global Retirement Partners first reported a position in AZPN in Q4 2019 and held it in 8 quarters. The position peaked at $11K in Q1 2021. 382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • Global Retirement Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 49 ASPEN TECHNOLOGY INC shares in Q4 2021, an estimated $6K.
  • Global Retirement Partners first reported a position in ASPEN TECHNOLOGY INC in Q4 2019 and held it in 8 quarters.
  • Global Retirement Partners's ASPEN TECHNOLOGY INC position peaked at $11K in Q1 2021.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.