Wealth Enhancement Advisory Services
AZPN

Wealth Enhancement Advisory Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Wealth Enhancement Advisory 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
Q3 		– Sell
-13,644
Closed -$1.33M – 250
2020
Q2 		$1.33M Buy
+13,644
New +$1.33M 0.04% 163
2019
Q3 		– Sell
-9,445
Closed -$1.28M – 252
2019
Q2 		$1.28M Sell
9,445
-1,934
-17% -$262K 0.06% 130
2019
Q1 		$1.28M Buy
+11,379
New +$1.28M 0.07% 112

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's AZPN Position: Q3 2020 in Review

Wealth Enhancement Advisory Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2020, closing a stake of 13,644 shares — an estimated $1.33M sold.

Wealth Enhancement Advisory Services first reported a position in AZPN in Q1 2019 and held it in 3 quarters. The position peaked at $1.33M in Q2 2020. 325 funds tracked by Wall St. Rank hold AZPN as of Q3 2020.

  • Wealth Enhancement Advisory Services reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2020 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,644 ASPEN TECHNOLOGY INC shares in Q3 2020, an estimated $1.33M.
  • Wealth Enhancement Advisory Services first reported a position in ASPEN TECHNOLOGY INC in Q1 2019 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's ASPEN TECHNOLOGY INC position peaked at $1.33M in Q2 2020.
  • 325 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2020.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2020, filed 12 Nov 2020.