LTFS
AZPN

Ladenburg Thalmann Financial Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Ladenburg Thalmann Financial Services’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 		$323K Buy
2,666
+66
+3% +$8K ﹤0.01% 2156
2019
Q3 		$320K Sell
2,600
-199
-7% -$24.5K ﹤0.01% 2118
2019
Q2 		$351K Sell
2,799
-754
-21% -$94.6K ﹤0.01% 2016
2019
Q1 		$372K Buy
3,553
+462
+15% +$48.4K ﹤0.01% 1916
2018
Q4 		$254K Sell
3,091
-12
-0.4% -$986 ﹤0.01% 2056
2018
Q3 		$353K Sell
3,103
-123
-4% -$14K ﹤0.01% 1874
2018
Q2 		$254K Hold
3,226
– – ﹤0.01% 2050
2018
Q1 		$254K Sell
3,226
-49
-1% -$3.86K ﹤0.01% 2050
2017
Q4 		$217K Sell
3,275
-214
-6% -$14.2K ﹤0.01% 2160
2017
Q3 		$219K Buy
3,489
+699
+25% +$43.9K ﹤0.01% 2040
2017
Q2 		$154K Buy
2,790
+1,884
+208% +$104K ﹤0.01% 2218
2017
Q1 		$54K Buy
906
+201
+29% +$12K ﹤0.01% 2855
2016
Q4 		$35K Sell
705
-47
-6% -$2.33K ﹤0.01% 3116
2016
Q3 		$35K Buy
752
+388
+107% +$18.1K ﹤0.01% 3056
2016
Q2 		$15K Buy
364
+113
+45% +$4.66K ﹤0.01% 3544
2016
Q1 		$9K Buy
251
+28
+13% +$1K ﹤0.01% 3812
2015
Q4 		$8K Hold
223
– – ﹤0.01% 3862
2015
Q3 		$8K Sell
223
-32
-13% -$1.15K ﹤0.01% 3726
2015
Q2 		$12K Buy
255
+58
+29% +$2.73K ﹤0.01% 3607
2015
Q1 		$8K Hold
197
– – ﹤0.01% 3803
2014
Q4 		$7K Buy
197
+24
+14% +$853 ﹤0.01% 3631
2014
Q3 		$7K Sell
173
-27
-14% -$1.09K ﹤0.01% 3307
2014
Q2 		$9K Buy
200
+20
+11% +$900 ﹤0.01% 3170
2014
Q1 		$8K Hold
180
– – ﹤0.01% 3101
2013
Q4 		$7K Hold
180
– – ﹤0.01% 3153
2013
Q3 		$7K Buy
+180
New +$7K ﹤0.01% 3075

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

Ladenburg Thalmann Financial Services's AZPN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its ASPEN TECHNOLOGY INC (AZPN) stake by 2.5% in Q4 2019, buying an estimated $8K and bringing the position to 2,666 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Ladenburg Thalmann Financial Services first reported a position in AZPN in Q3 2013 and has held it in 26 quarters since. The position peaked at $372K in Q1 2019. 358 funds tracked by Wall St. Rank hold AZPN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,666 shares of ASPEN TECHNOLOGY INC worth $323K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 66 ASPEN TECHNOLOGY INC shares in Q4 2019, an estimated $8K.
  • ASPEN TECHNOLOGY INC made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2156 holding.
  • Ladenburg Thalmann Financial Services first reported a position in ASPEN TECHNOLOGY INC in Q3 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's ASPEN TECHNOLOGY INC position peaked at $372K in Q1 2019.
  • 358 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.