Bank of America
AZPN

Bank of America’s Aspen Technology Inc AZPN Stock Holding History

Bank of America’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
-1,400
Closed -$349K – 8665
2024
Q4 		$349K Buy
+1,400
New +$342K ﹤0.01% 5800

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

Bank of America's AZPN Position: Q1 2025 in Review

Bank of America sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 34,612 shares — an estimated $8.64M sold.

Bank of America first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $44.5M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Bank of America reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 34,612 Aspen Technology Inc shares in Q1 2025, an estimated $8.64M.
  • Bank of America first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Bank of America's Aspen Technology Inc position peaked at $44.5M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.