OPS
AZPN

Orion Portfolio Solutions’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Orion Portfolio Solutions’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
-33
Closed -$3K – 2458
2020
Q2 		$3K Hold
33
– – ﹤0.01% 1725
2020
Q1 		$3K Buy
33
+4
+14% +$364 ﹤0.01% 1532
2019
Q4 		$4K Buy
+29
New +$4K ﹤0.01% 1375

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

Orion Portfolio Solutions's AZPN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 33 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in AZPN in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 33 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in ASPEN TECHNOLOGY INC in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's ASPEN TECHNOLOGY INC position peaked at $4K in Q4 2019.
  • 325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.