KPW
AZPN

Kore Private Wealth’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-462
Closed -$47K – 1246
2020
Q2 		$47K Buy
462
+82
+22% +$8.34K 0.01% 474
2020
Q1 		$36K Buy
+380
New +$36K 0.01% 481

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kore Private Wealth's AZPN Position: Q3 2020 in Review

Kore Private Wealth sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 462 shares — an estimated $47K sold.

Kore Private Wealth first reported a position in AZPN in Q1 2020 and held it in 2 quarters. The position peaked at $47K in Q2 2020. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

  • Kore Private Wealth reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 462 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $47K.
  • Kore Private Wealth first reported a position in ASPEN TECHNOLOGY INC in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's ASPEN TECHNOLOGY INC position peaked at $47K in Q2 2020.
  • 325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.