M
AZPN

MOTCO’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

MOTCO’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
Q1 		– Sell
-95
Closed -$12K – 844
2020
Q4 		$12K Buy
+95
New +$12K ﹤0.01% 514
2017
Q3 		– Sell
-61
Closed -$3K – 621
2017
Q2 		$3K Hold
61
– – ﹤0.01% 560
2017
Q1 		$4K Buy
+61
New +$4K ﹤0.01% 581

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

MOTCO's AZPN Position: Q1 2021 in Review

MOTCO sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2021, closing a stake of 95 shares — an estimated $12K sold.

MOTCO first reported a position in AZPN in Q1 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 376 funds tracked by Wall St. Rank hold AZPN as of Q1 2021.

  • MOTCO reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2021 after selling out during the quarter.
  • MOTCO sold 95 ASPEN TECHNOLOGY INC shares in Q1 2021, an estimated $12K.
  • MOTCO first reported a position in ASPEN TECHNOLOGY INC in Q1 2017 and held it in 3 quarters.
  • MOTCO's ASPEN TECHNOLOGY INC position peaked at $12K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2021.

Based on MOTCO's 13F filing for Q1 2021, filed 16 Apr 2021.