RDWM
AZPN

Red Door Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Red Door Wealth 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
2020
Q2 		– Sell
-64
Closed -$6K – 506
2020
Q1 		$6K Buy
+64
New +$6K 0.01% 332

Other funds holding AZPN

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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
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Red Door Wealth Management's AZPN Position: Q2 2020 in Review

Red Door Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2020, closing a stake of 64 shares — an estimated $6K sold.

Red Door Wealth Management first reported a position in AZPN in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 315 funds tracked by Wall St. Rank hold AZPN as of Q2 2020.

  • Red Door Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 64 ASPEN TECHNOLOGY INC shares in Q2 2020, an estimated $6K.
  • Red Door Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2020 and held it in 1 quarter.
  • Red Door Wealth Management's ASPEN TECHNOLOGY INC position peaked at $6K in Q1 2020.
  • 315 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2020.

Based on Red Door Wealth Management's 13F filing for Q2 2020, filed 7 Jul 2020.