LFA
AZPN

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

Legacy 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
2019
Q2 		– Sell
-187
Closed -$19K – 1079
2019
Q1 		$19K Hold
187
– – 0.01% 469
2018
Q4 		$15K Hold
187
– – 0.01% 476
2018
Q3 		$21K Hold
187
– – 0.01% 372
2018
Q2 		$18K Hold
187
– – 0.01% 405
2018
Q1 		$15K Hold
187
– – 0.01% 410
2017
Q4 		$12K Buy
+187
New +$12K ﹤0.01% 445

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Financial Advisors's AZPN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2019, closing a stake of 187 shares — an estimated $19K sold.

Legacy Financial Advisors first reported a position in AZPN in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q3 2018. 349 funds tracked by Wall St. Rank hold AZPN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 187 ASPEN TECHNOLOGY INC shares in Q2 2019, an estimated $19K.
  • Legacy Financial Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's ASPEN TECHNOLOGY INC position peaked at $21K in Q3 2018.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.