AIM
AZPN

Anchor Investment Management’s Aspen Technology Inc AZPN Stock Holding History

Anchor Investment Management’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
-324
Closed -$80.9K – 1057
2024
Q4 		$80.9K Hold
324
– – 0.01% 501
2024
Q3 		$77.4K Buy
+324
New +$68.1K 0.01% 512

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

Anchor Investment Management's AZPN Position: Q1 2025 in Review

Anchor Investment Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 324 shares — an estimated $80.9K sold.

Anchor Investment Management first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $80.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Anchor Investment Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Anchor Investment Management sold 324 Aspen Technology Inc shares in Q1 2025, an estimated $80.9K.
  • Anchor Investment Management first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Anchor Investment Management's Aspen Technology Inc position peaked at $80.9K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.