Asset Planning Inc’s Aspen Technology Inc AZPN Stock Holding History

Asset Planning Inc’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	-5	Closed	-$1.25K	–	328
2024 Q4	$1.25K	Buy	+5	New	+$1.22K	﹤0.01%	298

Other funds holding AZPN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Asset Planning Inc's AZPN Position: Q1 2025 in Review

Asset Planning Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 5 shares — an estimated $1.25K sold.

Asset Planning Inc first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $1.25K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Asset Planning Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 5 Aspen Technology Inc shares in Q1 2025, an estimated $1.25K.
Asset Planning Inc first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Aspen Technology Inc position peaked at $1.25K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.