1620 Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

1620 Investment Advisors’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
2025 Q1	–	Sell	-452	Closed	-$113K	–	722
2024 Q4	$113K	Sell	452 -12	-3%	-$2.93K	0.09%	206
2024 Q3	$111K	Buy	464 +10	+2%	+$2.1K	0.08%	210
2024 Q2	$90.2K	Buy	+454	New	+$93.3K	0.07%	231

Other funds holding AZPN

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

1620 Investment Advisors's AZPN Position: Q1 2025 in Review

1620 Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 452 shares — an estimated $113K sold.

1620 Investment Advisors first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $113K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

1620 Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
1620 Investment Advisors sold 452 Aspen Technology Inc shares in Q1 2025, an estimated $113K.
1620 Investment Advisors first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
1620 Investment Advisors's Aspen Technology Inc position peaked at $113K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.