RFA
AZPN

Reilly Financial Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Reilly 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
2021
Q4 		$12K Buy
+81
New +$12K ﹤0.01% 694

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Reilly Financial Advisors opened a new position in ASPEN TECHNOLOGY INC (AZPN) in Q4 2021: 81 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings.

382 funds tracked by Wall St. Rank hold AZPN as of Q4 2021.

  • Reilly Financial Advisors held 81 shares of ASPEN TECHNOLOGY INC worth $12K as of Q4 2021.
  • ASPEN TECHNOLOGY INC was a new Reilly Financial Advisors position in Q4 2021.
  • ASPEN TECHNOLOGY INC made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #694 holding.
  • 382 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2021.

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