HGWM
AZPN

Harvest Group Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-6
Closed -$1K – 835
2020
Q4 		$1K Hold
6
– – ﹤0.01% 624
2020
Q3 		$1K Hold
6
– – ﹤0.01% 569
2020
Q2 		$0 Hold
6
– – ﹤0.01% 964
2020
Q1 		$0 Sell
6
-39
-87% – ﹤0.01% 1190
2019
Q4 		$5K Hold
45
– – ﹤0.01% 402
2019
Q3 		$6K Sell
45
-22
-33% -$2.93K 0.01% 396
2019
Q2 		$8K Sell
67
-24
-26% -$2.87K 0.01% 274
2019
Q1 		$9K Buy
+91
New +$9K 0.01% 272

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Harvest Group Wealth Management's AZPN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AZPN in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q1 2019. 376 funds tracked by Wall St. Rank hold AZPN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 ASPEN TECHNOLOGY INC shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's ASPEN TECHNOLOGY INC position peaked at $9K in Q1 2019.
  • 376 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.