SWM
AZPN

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

Selective 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
2020
Q3 		– Sell
-38
Closed -$4K – 434
2020
Q2 		$4K Hold
38
– – ﹤0.01% 333
2020
Q1 		$4K Hold
38
– – 0.01% 234
2019
Q4 		$5K Hold
38
– – 0.01% 231
2019
Q3 		$5K Buy
+38
New +$5K 0.01% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Selective Wealth Management's AZPN Position: Q3 2020 in Review

Selective Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 38 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in AZPN in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

  • Selective Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 38 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $4K.
  • Selective Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's ASPEN TECHNOLOGY INC position peaked at $5K in Q4 2019.
  • 325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.