Advisornet Financial’s Aspen Technology Inc AZPN Stock Holding History

Advisornet Financial’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	-15	Closed	-$3.74K	–	2257
2024 Q4	$3.74K	Sell	15 -19	-56%	-$4.64K	﹤0.01%	1517
2024 Q3	$8.12K	Sell	34 -12	-26%	-$2.52K	﹤0.01%	1466
2024 Q2	$9.14K	Sell	46 -14	-23%	-$2.88K	﹤0.01%	1339
2024 Q1	$12.8K	Buy	60 +54	+900%	+$10.6K	﹤0.01%	1215
2023 Q4	$1.32K	Sell	6 -3	-33%	-$577	﹤0.01%	1818
2023 Q3	$1.84K	Buy	+9	New	+$1.69K	﹤0.01%	1657

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

Advisornet Financial's AZPN Position: Q1 2025 in Review

Advisornet Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 15 shares — an estimated $3.74K sold.

Advisornet Financial first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $12.8K in Q1 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Advisornet Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Advisornet Financial sold 15 Aspen Technology Inc shares in Q1 2025, an estimated $3.74K.
Advisornet Financial first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
Advisornet Financial's Aspen Technology Inc position peaked at $12.8K in Q1 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.