SWM
AZPN

SeaCrest Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-240
Closed -$25K – 2224
2019
Q1 		$25K Buy
240
+156
+186% +$16.3K ﹤0.01% 1206
2018
Q4 		$7K Sell
84
-231
-73% -$19.3K ﹤0.01% 1630
2018
Q3 		$36K Buy
315
+40
+15% +$4.57K 0.01% 1140
2018
Q2 		$26K Buy
275
+208
+310% +$19.7K ﹤0.01% 1259
2018
Q1 		$5K Buy
67
+40
+148% +$2.98K ﹤0.01% 1822
2017
Q4 		$2K Buy
+27
New +$2K ﹤0.01% 2061

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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

SeaCrest Wealth Management's AZPN Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2019, closing a stake of 240 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in AZPN in Q4 2017 and held it in 6 quarters. The position peaked at $36K in Q3 2018. 349 funds tracked by Wall St. Rank hold AZPN as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 240 ASPEN TECHNOLOGY INC shares in Q2 2019, an estimated $25K.
  • SeaCrest Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's ASPEN TECHNOLOGY INC position peaked at $36K in Q3 2018.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.