JFA
AZPN

JNBA Financial Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

JNBA Financial 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
2020
Q1 		– Sell
-58
Closed -$7K – 628
2019
Q4 		$7K Buy
58
+30
+107% +$3.62K ﹤0.01% 477
2019
Q3 		$3K Buy
+28
New +$3K ﹤0.01% 534
2016
Q4 		– Sell
-76
Closed -$4K – 1729
2016
Q3 		$4K Buy
+76
New +$4K ﹤0.01% 1337

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JNBA Financial Advisors's AZPN Position: Q1 2020 in Review

JNBA Financial Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2020, closing a stake of 58 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in AZPN in Q3 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 298 funds tracked by Wall St. Rank hold AZPN as of Q1 2020.

  • JNBA Financial Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 58 ASPEN TECHNOLOGY INC shares in Q1 2020, an estimated $7K.
  • JNBA Financial Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's ASPEN TECHNOLOGY INC position peaked at $7K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.