APW
AZPN

Austin Private Wealth’s Aspen Technology Inc AZPN Stock Holding History

Austin Private Wealth’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
-917
Closed -$229K – 321
2024
Q4 		$229K Hold
917
– – 0.02% 252
2024
Q3 		$219K Buy
+917
New +$193K 0.02% 246
2024
Q1 		– Sell
-917
Closed -$202K – 293
2023
Q4 		$202K Buy
+917
New +$177K 0.03% 200

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

Austin Private Wealth's AZPN Position: Q1 2025 in Review

Austin Private Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 917 shares — an estimated $229K sold.

Austin Private Wealth first reported a position in AZPN in Q4 2023 and held it in 3 quarters. The position peaked at $229K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Austin Private Wealth reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Austin Private Wealth sold 917 Aspen Technology Inc shares in Q1 2025, an estimated $229K.
  • Austin Private Wealth first reported a position in Aspen Technology Inc in Q4 2023 and held it in 3 quarters.
  • Austin Private Wealth's Aspen Technology Inc position peaked at $229K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Austin Private Wealth's 13F filing for Q1 2025, filed 12 May 2025.