RPWA
AZPN

Regent Peak Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-3
Closed – – 1168
2020
Q4 		$0 Buy
+3
New – ﹤0.01% 1168

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
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

Regent Peak Wealth Advisors's AZPN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2021, closing a stake of 3 shares.

Regent Peak Wealth Advisors first reported a position in AZPN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 376 funds tracked by Wall St. Rank hold AZPN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 ASPEN TECHNOLOGY INC shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $0 in Q4 2020.
  • 376 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.