KIA
AZPN

KLR Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

KLR Investment 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
2024
Q1 		$407K Sell
2,063
-91
-4% -$17.9K 0.29% 94
2023
Q4 		$474K Buy
+2,154
New +$415K 0.34% 76

Other funds holding AZPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KLR Investment Advisors's AZPN Position: Q1 2024 in Review

KLR Investment Advisors reduced its Aspen Technology Inc (AZPN) stake by 4.2% in Q1 2024, selling an estimated $17.9K and leaving 2,063 shares worth $407K. The position accounts for 0.29% of the portfolio, ranked #94.

KLR Investment Advisors first reported a position in AZPN in Q4 2023 and has held it in 2 quarters since. The position peaked at $474K in Q4 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • KLR Investment Advisors held 2,063 shares of Aspen Technology Inc worth $407K as of Q1 2024.
  • KLR Investment Advisors sold 91 Aspen Technology Inc shares in Q1 2024, an estimated $17.9K.
  • Aspen Technology Inc made up 0.29% of KLR Investment Advisors's portfolio in Q1 2024, its #94 holding.
  • KLR Investment Advisors first reported a position in Aspen Technology Inc in Q4 2023 and has held it in 2 quarters since.
  • KLR Investment Advisors's Aspen Technology Inc position peaked at $474K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.