AF
AZPN

Allworth Financial’s Aspen Technology Inc AZPN Stock Holding History

Allworth 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
-24
Closed -$6.19K – 4208
2024
Q4 		$6.19K Buy
24
+2
+9% +$488 ﹤0.01% 2658
2024
Q3 		$5.25K Sell
22
-15
-41% -$3.15K ﹤0.01% 2547
2024
Q2 		$7.09K Sell
37
-6
-14% -$1.23K ﹤0.01% 2364
2024
Q1 		$9.17K Buy
43
+40
+1,333% +$7.89K ﹤0.01% 2150
2023
Q4 		$661 Sell
3
-35
-92% -$6.74K ﹤0.01% 3068
2023
Q3 		$7.76K Buy
+38
New +$7.15K ﹤0.01% 1935
2023
Q2 		– Sell
-4
Closed -$916 – 3407
2023
Q1 		$916 Buy
4
+1
+33% +$207 ﹤0.01% 2703
2022
Q4 		$616 Hold
3
– – ﹤0.01% 2581
2022
Q3 		$1K Sell
3
-37
-93% -$7.7K ﹤0.01% 2568
2022
Q2 		$7K Buy
+40
New +$7.11K ﹤0.01% 1684

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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

Allworth Financial's AZPN Position: Q1 2025 in Review

Allworth Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 24 shares — an estimated $6.19K sold.

Allworth Financial first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $9.17K in Q1 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Allworth Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 24 Aspen Technology Inc shares in Q1 2025, an estimated $6.19K.
  • Allworth Financial first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • Allworth Financial's Aspen Technology Inc position peaked at $9.17K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.