RG
AZPN

Retirement Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Retirement Group’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
Q3 		– Sell
-4
Closed -$1K – 732
2021
Q2 		$1K Hold
4
– – ﹤0.01% 656
2021
Q1 		$1K Buy
4
+1
+33% +$250 ﹤0.01% 726
2020
Q4 		$0 Hold
3
– – ﹤0.01% 774
2020
Q3 		$0 Buy
+3
New – ﹤0.01% 745

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Group's AZPN Position: Q3 2021 in Review

Retirement Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2021, closing a stake of 4 shares — an estimated $1K sold.

Retirement Group first reported a position in AZPN in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Retirement Group reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2021 after selling out during the quarter.
  • Retirement Group sold 4 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $1K.
  • Retirement Group first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 4 quarters.
  • Retirement Group's ASPEN TECHNOLOGY INC position peaked at $1K in Q2 2021.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.