AWM
AZPN

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

Axxcess 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
-1,334
Closed -$333K – 952
2024
Q4 		$333K Sell
1,334
-145
-10% -$35.4K 0.01% 648
2024
Q3 		$353K Sell
1,479
-35
-2% -$7.36K 0.01% 639
2024
Q2 		$301K Sell
1,514
-17
-1% -$3.49K 0.01% 648
2024
Q1 		$327K Sell
1,531
-34
-2% -$6.7K 0.01% 644
2023
Q4 		$345K Sell
1,565
-59
-4% -$11.4K 0.01% 608
2023
Q3 		$332K Buy
1,624
+143
+10% +$26.9K 0.01% 574
2023
Q2 		$248K Sell
1,481
-5,842
-80% -$1.08M 0.02% 504
2023
Q1 		$1.68M Buy
7,323
+1,350
+23% +$280K 0.13% 160
2022
Q4 		$1.23M Buy
5,973
+4,982
+503% +$1.16M 0.1% 195
2022
Q3 		$236K Buy
+991
New +$206K 0.02% 457

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

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

Axxcess Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,334 shares — an estimated $333K sold.

Axxcess Wealth Management first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $1.68M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,334 Aspen Technology Inc shares in Q1 2025, an estimated $333K.
  • Axxcess Wealth Management first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • Axxcess Wealth Management's Aspen Technology Inc position peaked at $1.68M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.