BRWA
AZPN

B. Riley Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

B. Riley Wealth Advisors’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
-880
Closed -$220K – 1427
2024
Q4 		$220K Sell
880
-30
-3% -$7.32K 0.01% 1001
2024
Q3 		$217K Sell
910
-253
-22% -$53.2K 0.01% 1100
2024
Q2 		$231K Sell
1,163
-951
-45% -$195K 0.01% 1150
2024
Q1 		$432K Buy
2,114
+998
+89% +$197K 0.01% 866
2023
Q4 		$246K Sell
1,116
-998
-47% -$192K 0.01% 1143
2023
Q3 		$432K Buy
2,114
+572
+37% +$108K 0.01% 866
2023
Q2 		$258K Sell
1,542
-38
-2% -$7.05K 0.01% 1204
2023
Q1 		$362K Buy
1,580
+379
+32% +$78.6K 0.01% 965
2022
Q4 		$247K Sell
1,201
-835
-41% -$194K 0.01% 1145
2022
Q3 		$485K Buy
+2,036
New +$423K 0.01% 769

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

B. Riley Wealth Advisors's AZPN Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 880 shares — an estimated $220K sold.

B. Riley Wealth Advisors first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $485K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 880 Aspen Technology Inc shares in Q1 2025, an estimated $220K.
  • B. Riley Wealth Advisors first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Aspen Technology Inc position peaked at $485K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.