Valeo Financial Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Valeo Financial 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 Q3	–	Sell	-27	Closed	-$3K	–	2315
2020 Q2	$3K	Hold	27	–	–	﹤0.01%	1716
2020 Q1	$3K	Hold	27	–	–	﹤0.01%	1476
2019 Q4	$3K	Hold	27	–	–	﹤0.01%	1433
2019 Q3	$3K	Hold	27	–	–	﹤0.01%	1357
2019 Q2	$3K	Buy	27 +7	+35%	+$778	﹤0.01%	1376
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	1419
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	1352
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	1566
2018 Q2	$2K	Sell	20 -166	-89%	-$16.6K	﹤0.01%	1414
2018 Q1	$15K	Buy	186 +160	+615%	+$12.9K	﹤0.01%	823
2017 Q4	$2K	Hold	26	–	–	﹤0.01%	1240
2017 Q3	$2K	Buy	+26	New	+$2K	﹤0.01%	1069

Other funds holding AZPN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Valeo Financial Advisors's AZPN Position: Q3 2020 in Review

Valeo Financial Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 27 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AZPN in Q3 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2018. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

Valeo Financial Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 27 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $3K.
Valeo Financial Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's ASPEN TECHNOLOGY INC position peaked at $15K in Q1 2018.
325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.