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
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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's AZPN Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Aspen Technology Inc (AZPN) stake by 3.3% in Q4 2024, selling an estimated $7.32K and leaving 880 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1001.

B. Riley Wealth Advisors first reported a position in AZPN in Q3 2022 and has held it in 10 quarters since. The position peaked at $485K in Q3 2022. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

B. Riley Wealth Advisors held 880 shares of Aspen Technology Inc worth $220K as of Q4 2024.
B. Riley Wealth Advisors sold 30 Aspen Technology Inc shares in Q4 2024, an estimated $7.32K.
Aspen Technology Inc made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1001 holding.
B. Riley Wealth Advisors first reported a position in Aspen Technology Inc in Q3 2022 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Aspen Technology Inc position peaked at $485K in Q3 2022.
449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.