Reilly Financial Advisors’s Aspen Aerogels ASPN Stock Holding History

Reilly Financial Advisors’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$20K	Hold	400	–	–	﹤0.01%	572
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	538
2021 Q2	$12K	Hold	400	–	–	﹤0.01%	657
2021 Q1	$8K	Hold	400	–	–	﹤0.01%	729
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	666
2020 Q3	$4K	Hold	400	–	–	﹤0.01%	681
2020 Q2	$3K	Hold	400	–	–	﹤0.01%	754
2020 Q1	$2K	Hold	400	–	–	﹤0.01%	765
2019 Q4	$3K	Hold	400	–	–	﹤0.01%	766
2019 Q3	$2K	Hold	400	–	–	﹤0.01%	816
2019 Q2	$3K	Hold	400	–	–	﹤0.01%	823
2019 Q1	$1K	Hold	400	–	–	﹤0.01%	914
2018 Q4	$1K	Hold	400	–	–	﹤0.01%	886
2018 Q3	$2K	Hold	400	–	–	﹤0.01%	925
2018 Q2	$2K	Hold	400	–	–	﹤0.01%	910
2018 Q1	$2K	Hold	400	–	–	﹤0.01%	877
2017 Q4	$2K	Hold	400	–	–	﹤0.01%	873
2017 Q3	$2K	Hold	400	–	–	﹤0.01%	880
2017 Q2	$2K	Hold	400	–	–	﹤0.01%	865
2017 Q1	$2K	Hold	400	–	–	﹤0.01%	840
2016 Q4	$2K	Buy	+400	New	+$1.95K	﹤0.01%	760

Other funds holding ASPN

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Reilly Financial Advisors's ASPN Position: Q4 2021 in Review

Reilly Financial Advisors held its Aspen Aerogels (ASPN) position steady in Q4 2021 at 400 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Reilly Financial Advisors first reported a position in ASPN in Q4 2016 and has held it in 21 quarters since. 159 funds tracked by Wall St. Rank hold ASPN as of Q4 2021.

Reilly Financial Advisors held 400 shares of Aspen Aerogels worth $20K as of Q4 2021.
Reilly Financial Advisors left its Aspen Aerogels share count unchanged in Q4 2021.
Aspen Aerogels made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #572 holding.
Reilly Financial Advisors first reported a position in Aspen Aerogels in Q4 2016 and has held it in 21 quarters since.
159 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.