AWAU
AZPN

Alliance Wealth Advisors (Utah)’s Aspen Technology Inc AZPN Stock Holding History

Alliance Wealth Advisors (Utah)’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
-1,269
Closed -$317K – 279
2024
Q4 		$317K Sell
1,269
-129
-9% -$31.5K 0.08% 209
2024
Q3 		$334K Sell
1,398
-35
-2% -$7.36K 0.09% 194
2024
Q2 		$285K Sell
1,433
-51
-3% -$10.5K 0.08% 196
2024
Q1 		$317K Sell
1,484
-20
-1% -$3.94K 0.09% 195
2023
Q4 		$331K Buy
1,504
+190
+14% +$36.6K 0.11% 181
2023
Q3 		$268K Buy
1,314
+76
+6% +$14.3K 0.1% 187
2023
Q2 		$208K Buy
1,238
+14
+1% +$2.6K 0.08% 215
2023
Q1 		$280K Buy
1,224
+51
+4% +$10.6K 0.11% 184
2022
Q4 		$241K Buy
+1,173
New +$273K 0.11% 192

Other funds holding AZPN

DekaBank Deutsche Girozentrale
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
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AZPN Position: Q1 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,269 shares — an estimated $317K sold.

Alliance Wealth Advisors (Utah) first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $334K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,269 Aspen Technology Inc shares in Q1 2025, an estimated $317K.
  • Alliance Wealth Advisors (Utah) first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
  • Alliance Wealth Advisors (Utah)'s Aspen Technology Inc position peaked at $334K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2025, filed 13 May 2025.