KPCM
AZPN

Kings Point Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Kings Point Capital 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
2022
Q1 		$51K Hold
310
– – ﹤0.01% 344
2021
Q4 		$47K Hold
310
– – ﹤0.01% 400
2021
Q3 		$38K Buy
+310
New +$38K ﹤0.01% 399

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 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 $107B AUM 24.58% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kings Point Capital Management's AZPN Position: Q1 2022 in Review

Kings Point Capital Management held its ASPEN TECHNOLOGY INC (AZPN) position steady in Q1 2022 at 310 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Kings Point Capital Management first reported a position in AZPN in Q3 2021 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold AZPN as of Q1 2022.

  • Kings Point Capital Management held 310 shares of ASPEN TECHNOLOGY INC worth $51K as of Q1 2022.
  • Kings Point Capital Management left its ASPEN TECHNOLOGY INC share count unchanged in Q1 2022.
  • ASPEN TECHNOLOGY INC made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #344 holding.
  • Kings Point Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2021 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.