WAM
AZPN

Wealthspire Advisors (Maryland)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-6
Closed -$1K – 2546
2019
Q1 		$1K Sell
6
-1
-14% -$167 ﹤0.01% 2460
2018
Q4 		$1K Buy
+7
New +$1K ﹤0.01% 2411
2018
Q1 		– Sell
-127
Closed -$8K – 2769
2017
Q4 		$8K Hold
127
– – ﹤0.01% 1711
2017
Q3 		$8K Hold
127
– – ﹤0.01% 1677
2017
Q2 		$7K Buy
+127
New +$7K ﹤0.01% 1692

Other funds holding AZPN

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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AZPN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AZPN in Q2 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 349 funds tracked by Wall St. Rank hold AZPN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 ASPEN TECHNOLOGY INC shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in ASPEN TECHNOLOGY INC in Q2 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s ASPEN TECHNOLOGY INC position peaked at $8K in Q4 2017.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.