RWA
AZPN

RGT Wealth Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

RGT 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
2018
Q4 		– Sell
-3,915
Closed -$446K – 44
2018
Q3 		$446K Hold
3,915
– – 1.51% 20
2018
Q2 		$363K Buy
3,915
+103
+3% +$9.55K 1.17% 20
2018
Q1 		$301K Buy
3,812
+652
+21% +$51.5K 0.14% 72
2017
Q4 		$209K Buy
+3,160
New +$209K 0.11% 91

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RGT Wealth Advisors's AZPN Position: Q4 2018 in Review

RGT Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2018, closing a stake of 3,915 shares — an estimated $446K sold.

RGT Wealth Advisors first reported a position in AZPN in Q4 2017 and held it in 4 quarters. The position peaked at $446K in Q3 2018. 299 funds tracked by Wall St. Rank hold AZPN as of Q4 2018.

  • RGT Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 3,915 ASPEN TECHNOLOGY INC shares in Q4 2018, an estimated $446K.
  • RGT Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 4 quarters.
  • RGT Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $446K in Q3 2018.
  • 299 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.