SWP
AZPN

Stratos Wealth Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-280
Closed -$22K – 3229
2018
Q1 		$22K Hold
280
– – ﹤0.01% 1989
2017
Q4 		$19K Buy
+280
New +$19K ﹤0.01% 1942

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
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WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stratos Wealth Partners's AZPN Position: Q2 2018 in Review

Stratos Wealth Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2018, closing a stake of 280 shares — an estimated $22K sold.

Stratos Wealth Partners first reported a position in AZPN in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 298 funds tracked by Wall St. Rank hold AZPN as of Q2 2018.

  • Stratos Wealth Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 280 ASPEN TECHNOLOGY INC shares in Q2 2018, an estimated $22K.
  • Stratos Wealth Partners first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's ASPEN TECHNOLOGY INC position peaked at $22K in Q1 2018.
  • 298 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.