WWMSC
AZPN

Wagner Wealth Management (South Carolina)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
6
– – ﹤0.01% 694
2018
Q2 		$1K Hold
6
– – ﹤0.01% 667
2018
Q1 		$0 Buy
+6
New – ﹤0.01% 712
2017
Q4 		– Hold
0
– – – 707

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Wagner Wealth Management (South Carolina)'s AZPN Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its ASPEN TECHNOLOGY INC (AZPN) position steady in Q3 2018 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Wagner Wealth Management (South Carolina) first reported a position in AZPN in Q1 2018 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold AZPN as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 6 shares of ASPEN TECHNOLOGY INC worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its ASPEN TECHNOLOGY INC share count unchanged in Q3 2018.
  • ASPEN TECHNOLOGY INC made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #694 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in ASPEN TECHNOLOGY INC in Q1 2018 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.