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AZPN

Atala Financial’s Aspen Technology Inc AZPN Stock Holding History

Atala 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
-177
Closed -$44.2K – 479
2024
Q4 		$44.2K Buy
+177
New +$43.2K 0.03% 194

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 $93.6M AUM 21.1% 1-Year Est. Return
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atala Financial's AZPN Position: Q1 2025 in Review

Atala Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 177 shares — an estimated $44.2K sold.

Atala Financial first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $44.2K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Atala Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Atala Financial sold 177 Aspen Technology Inc shares in Q1 2025, an estimated $44.2K.
  • Atala Financial first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Atala Financial's Aspen Technology Inc position peaked at $44.2K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Atala Financial's 13F filing for Q1 2025, filed 23 Apr 2025.