LWM
AZPN

Liberty Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-135
Closed -$19K – 1230
2021
Q3 		$19K Buy
135
+126
+1,400% +$17.7K 0.01% 669
2021
Q2 		$1K Buy
+9
New +$1K ﹤0.01% 1059

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Liberty Wealth Management's AZPN Position: Q4 2021 in Review

Liberty Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2021, closing a stake of 135 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in AZPN in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • Liberty Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 135 ASPEN TECHNOLOGY INC shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's ASPEN TECHNOLOGY INC position peaked at $19K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.