HWMA
AZPN

Heritage Wealth Management (Arizona)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		$134K Buy
1,090
+123
+13% +$15.1K 0.05% 287
2021
Q2 		$133K Buy
967
+221
+30% +$30.4K 0.05% 292
2021
Q1 		$108K Buy
+746
New +$108K 0.06% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AZPN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) increased its ASPEN TECHNOLOGY INC (AZPN) stake by 13% in Q3 2021, buying an estimated $15.1K and bringing the position to 1,090 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #287.

Heritage Wealth Management (Arizona) first reported a position in AZPN in Q1 2021 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 1,090 shares of ASPEN TECHNOLOGY INC worth $134K as of Q3 2021.
  • Heritage Wealth Management (Arizona) bought 123 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $15.1K.
  • ASPEN TECHNOLOGY INC made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #287 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.