VNA
AZPN

Valley National Advisers’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Valley National Advisers’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
2019
Q1 		– Sell
-23
Closed -$2K – 866
2018
Q4 		$2K Buy
+23
New +$2K ﹤0.01% 685

Other funds holding AZPN

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valley National Advisers's AZPN Position: Q1 2019 in Review

Valley National Advisers sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2019, closing a stake of 23 shares — an estimated $2K sold.

Valley National Advisers first reported a position in AZPN in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 317 funds tracked by Wall St. Rank hold AZPN as of Q1 2019.

  • Valley National Advisers reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2019 after selling out during the quarter.
  • Valley National Advisers sold 23 ASPEN TECHNOLOGY INC shares in Q1 2019, an estimated $2K.
  • Valley National Advisers first reported a position in ASPEN TECHNOLOGY INC in Q4 2018 and held it in 1 quarter.
  • Valley National Advisers's ASPEN TECHNOLOGY INC position peaked at $2K in Q4 2018.
  • 317 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2019.

Based on Valley National Advisers's 13F filing for Q1 2019, filed 26 Apr 2019.