Squar Milner Financial Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,569	Closed	-$149K	–	816
2020 Q1	$149K	Buy	1,569 +249	+19%	+$23.6K	0.09%	205
2019 Q4	$159K	Sell	1,320 -707	-35%	-$85.2K	0.08%	242
2019 Q3	$257K	Buy	2,027 +1,993	+5,862%	+$253K	0.13%	177
2019 Q2	$4K	Sell	34 -69	-67%	-$8.12K	﹤0.01%	648
2019 Q1	$10K	Buy	103 +67	+186%	+$6.5K	0.01%	534
2018 Q4	$3K	Sell	36 -74	-67%	-$6.17K	﹤0.01%	675
2018 Q3	$13K	Hold	110	–	–	0.01%	459
2018 Q2	$10K	Buy	+110	New	+$10K	0.01%	598

Other funds holding AZPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Squar Milner Financial Services's AZPN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2020, closing a stake of 1,569 shares — an estimated $149K sold.

Squar Milner Financial Services first reported a position in AZPN in Q2 2018 and held it in 8 quarters. The position peaked at $257K in Q3 2019. 315 funds tracked by Wall St. Rank hold AZPN as of Q2 2020.

Squar Milner Financial Services reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,569 ASPEN TECHNOLOGY INC shares in Q2 2020, an estimated $149K.
Squar Milner Financial Services first reported a position in ASPEN TECHNOLOGY INC in Q2 2018 and held it in 8 quarters.
Squar Milner Financial Services's ASPEN TECHNOLOGY INC position peaked at $257K in Q3 2019.
315 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.