YWP
AZPN

YorkBridge Wealth Partners’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-33
Closed -$2K – 917
2017
Q4 		$2K Buy
33
+2
+6% +$121 ﹤0.01% 836
2017
Q3 		$2K Sell
31
-7
-18% -$452 ﹤0.01% 829
2017
Q2 		$2K Hold
38
– – ﹤0.01% 820
2017
Q1 		$2K Buy
38
+8
+27% +$421 ﹤0.01% 809
2016
Q4 		$2K Buy
+30
New +$2K ﹤0.01% 811

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's AZPN Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2018, closing a stake of 33 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in AZPN in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 277 funds tracked by Wall St. Rank hold AZPN as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 33 ASPEN TECHNOLOGY INC shares in Q1 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in ASPEN TECHNOLOGY INC in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's ASPEN TECHNOLOGY INC position peaked at $2K in Q4 2017.
  • 277 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.