PWPS
AZPN

Pinnacle Wealth Planning Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-17
Closed -$2K – 2345
2020
Q4 		$2K Buy
+17
New +$2K ﹤0.01% 2037

Other funds holding AZPN

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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

Pinnacle Wealth Planning Services's AZPN Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2021, closing a stake of 17 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in AZPN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 376 funds tracked by Wall St. Rank hold AZPN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17 ASPEN TECHNOLOGY INC shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ASPEN TECHNOLOGY INC position peaked at $2K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.