RCM
AZPN

Raleigh Capital Management’s Aspen Technology Inc AZPN Stock Holding History

Raleigh Capital 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
2023
Q4 		– Sell
-47
Closed -$9.6K – 1197
2023
Q3 		$9.6K Buy
+47
New +$8.85K ﹤0.01% 539
2023
Q2 		– Sell
-61
Closed -$14K – 938
2023
Q1 		$14K Buy
61
+11
+22% +$2.28K 0.01% 436
2022
Q4 		$10.3K Buy
50
+41
+456% +$9.53K 0.01% 431
2022
Q3 		$2K Buy
+9
New +$1.87K ﹤0.01% 697

Other funds holding AZPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raleigh Capital Management's AZPN Position: Q4 2023 in Review

Raleigh Capital Management sold out of Aspen Technology Inc (AZPN) in Q4 2023, closing a stake of 47 shares — an estimated $9.6K sold.

Raleigh Capital Management first reported a position in AZPN in Q3 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2023. 369 funds tracked by Wall St. Rank hold AZPN as of Q4 2023.

  • Raleigh Capital Management reported no remaining Aspen Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 47 Aspen Technology Inc shares in Q4 2023, an estimated $9.6K.
  • Raleigh Capital Management first reported a position in Aspen Technology Inc in Q3 2022 and held it in 4 quarters.
  • Raleigh Capital Management's Aspen Technology Inc position peaked at $14K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.