Apollon Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Apollon Wealth 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	-1,430	Closed	-$357K	–	1288
2024 Q4	$357K	Sell	1,430 -84	-6%	-$20.5K	0.01%	879
2024 Q3	$362K	Sell	1,514 -5	-0.3%	-$1.05K	0.01%	844
2024 Q2	$302K	Buy	1,519 +5	+0.3%	+$1.03K	0.01%	865
2024 Q1	$323K	Sell	1,514 -230	-13%	-$45.3K	0.01%	840
2023 Q4	$384K	Buy	+1,744	New	+$336K	0.01%	749

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

Apollon Wealth Management's AZPN Position: Q1 2025 in Review

Apollon Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,430 shares — an estimated $357K sold.

Apollon Wealth Management first reported a position in AZPN in Q4 2023 and held it in 5 quarters. The position peaked at $384K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Apollon Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Apollon Wealth Management sold 1,430 Aspen Technology Inc shares in Q1 2025, an estimated $357K.
Apollon Wealth Management first reported a position in Aspen Technology Inc in Q4 2023 and held it in 5 quarters.
Apollon Wealth Management's Aspen Technology Inc position peaked at $384K in Q4 2023.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.