GPA
AZPN

Guidance Point Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-147
Closed -$18K – 442
2021
Q3 		$18K Buy
+147
New +$18K 0.01% 217

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

Guidance Point Advisors's AZPN Position: Q4 2021 in Review

Guidance Point Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2021, closing a stake of 147 shares — an estimated $18K sold.

Guidance Point Advisors first reported a position in AZPN in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • Guidance Point Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 147 ASPEN TECHNOLOGY INC shares in Q4 2021, an estimated $18K.
  • Guidance Point Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's ASPEN TECHNOLOGY INC position peaked at $18K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.