AAS
AZPN

Avantax Advisory Services’s Aspen Technology Inc AZPN Stock Holding History

Avantax Advisory Services’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
-1,567
Closed -$391K – 2344
2024
Q4 		$391K Sell
1,567
-243
-13% -$59.3K ﹤0.01% 1609
2024
Q3 		$432K Sell
1,810
-14
-0.8% -$2.94K ﹤0.01% 1514
2024
Q2 		$362K Buy
+1,824
New +$375K ﹤0.01% 1574

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

Avantax Advisory Services's AZPN Position: Q1 2025 in Review

Avantax Advisory Services sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,567 shares — an estimated $391K sold.

Avantax Advisory Services first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $432K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Avantax Advisory Services reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 1,567 Aspen Technology Inc shares in Q1 2025, an estimated $391K.
  • Avantax Advisory Services first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Aspen Technology Inc position peaked at $432K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.