BWP
AZPN

Baldwin Wealth Partners’s Aspen Technology Inc AZPN Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-1,637
Closed -$391K – 1078
2024
Q3 		$391K Buy
+1,637
New +$344K 0.03% 234

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Baldwin Wealth Partners's AZPN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 1,637 shares — an estimated $391K sold.

Baldwin Wealth Partners first reported a position in AZPN in Q3 2024 and held it in 1 quarter. The position peaked at $391K in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,637 Aspen Technology Inc shares in Q4 2024, an estimated $391K.
  • Baldwin Wealth Partners first reported a position in Aspen Technology Inc in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Aspen Technology Inc position peaked at $391K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.