SCA
AZPN

Spearhead Capital Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Spearhead Capital 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
2020
Q4 		– Sell
-1,809
Closed -$229K – 192
2020
Q3 		$229K Buy
+1,809
New +$229K 0.04% 168

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BI
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BlackRock
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WRF
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Spearhead Capital Advisors's AZPN Position: Q4 2020 in Review

Spearhead Capital Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2020, closing a stake of 1,809 shares — an estimated $229K sold.

Spearhead Capital Advisors first reported a position in AZPN in Q3 2020 and held it in 1 quarter. The position peaked at $229K in Q3 2020. 357 funds tracked by Wall St. Rank hold AZPN as of Q4 2020.

  • Spearhead Capital Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,809 ASPEN TECHNOLOGY INC shares in Q4 2020, an estimated $229K.
  • Spearhead Capital Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2020 and held it in 1 quarter.
  • Spearhead Capital Advisors's ASPEN TECHNOLOGY INC position peaked at $229K in Q3 2020.
  • 357 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2020.

Based on Spearhead Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.