PMFA
AZPN

Plante Moran Financial Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Plante Moran 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
Q4 		– Sell
-215
Closed -$26K – 966
2019
Q3 		$26K Buy
+215
New +$26K 0.01% 451
2018
Q3 		– Sell
-14
Closed -$1K – 895
2018
Q2 		$1K Sell
14
-3
-18% -$214 ﹤0.01% 801
2018
Q1 		$1K Hold
17
– – ﹤0.01% 946
2017
Q4 		$1K Hold
17
– – ﹤0.01% 872
2017
Q3 		$1K Hold
17
– – ﹤0.01% 799
2017
Q2 		$1K Hold
17
– – ﹤0.01% 824
2017
Q1 		$1K Buy
+17
New +$1K ﹤0.01% 866
2016
Q4 		– Sell
-520
Closed -$24K – 1095
2016
Q3 		$24K Buy
+520
New +$24K 0.02% 465

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Plante Moran Financial Advisors's AZPN Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2019, closing a stake of 215 shares — an estimated $26K sold.

Plante Moran Financial Advisors first reported a position in AZPN in Q3 2016 and held it in 8 quarters. The position peaked at $26K in Q3 2019. 358 funds tracked by Wall St. Rank hold AZPN as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 215 ASPEN TECHNOLOGY INC shares in Q4 2019, an estimated $26K.
  • Plante Moran Financial Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2016 and held it in 8 quarters.
  • Plante Moran Financial Advisors's ASPEN TECHNOLOGY INC position peaked at $26K in Q3 2019.
  • 358 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.