RBA
AZPN

Richard Bernstein Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Richard Bernstein 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
Q1 		– Sell
-5,965
Closed -$395K – 360
2017
Q4 		$395K Buy
+5,965
New +$395K 0.02% 282

Other funds holding AZPN

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richard Bernstein Advisors's AZPN Position: Q1 2018 in Review

Richard Bernstein Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2018, closing a stake of 5,965 shares — an estimated $395K sold.

Richard Bernstein Advisors first reported a position in AZPN in Q4 2017 and held it in 1 quarter. The position peaked at $395K in Q4 2017. 277 funds tracked by Wall St. Rank hold AZPN as of Q1 2018.

  • Richard Bernstein Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 5,965 ASPEN TECHNOLOGY INC shares in Q1 2018, an estimated $395K.
  • Richard Bernstein Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 1 quarter.
  • Richard Bernstein Advisors's ASPEN TECHNOLOGY INC position peaked at $395K in Q4 2017.
  • 277 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2018.

Based on Richard Bernstein Advisors's 13F filing for Q1 2018, filed 14 May 2018.