WAS
AZPN icon

Winch Advisory Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Winch 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
2019
Q3 		– Sell
-25
Closed -$3K – 461
2019
Q2 		$3K Buy
+25
New +$3K ﹤0.01% 336

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Winch Advisory Services's AZPN Position: Q3 2019 in Review

Winch Advisory Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2019, closing a stake of 25 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in AZPN in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 351 funds tracked by Wall St. Rank hold AZPN as of Q3 2019.

  • Winch Advisory Services reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 25 ASPEN TECHNOLOGY INC shares in Q3 2019, an estimated $3K.
  • Winch Advisory Services first reported a position in ASPEN TECHNOLOGY INC in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's ASPEN TECHNOLOGY INC position peaked at $3K in Q2 2019.
  • 351 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.