HAG
AZPN

HighPoint Advisor Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

HighPoint Advisor Group’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
2019
Q4 		– Sell
-941
Closed -$108K – 500
2019
Q3 		$108K Buy
941
+163
+21% +$18.7K 0.02% 459
2019
Q2 		$104K Buy
+778
New +$104K 0.02% 454

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HighPoint Advisor Group's AZPN Position: Q4 2019 in Review

HighPoint Advisor Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2019, closing a stake of 941 shares — an estimated $108K sold.

HighPoint Advisor Group first reported a position in AZPN in Q2 2019 and held it in 2 quarters. The position peaked at $108K in Q3 2019. 358 funds tracked by Wall St. Rank hold AZPN as of Q4 2019.

  • HighPoint Advisor Group reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2019 after selling out during the quarter.
  • HighPoint Advisor Group sold 941 ASPEN TECHNOLOGY INC shares in Q4 2019, an estimated $108K.
  • HighPoint Advisor Group first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 2 quarters.
  • HighPoint Advisor Group's ASPEN TECHNOLOGY INC position peaked at $108K in Q3 2019.
  • 358 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2019.

Based on HighPoint Advisor Group's 13F filing for Q4 2019, filed 13 Feb 2020.