Bank of Montreal
AZPN

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

Bank of Montreal’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
-3,822
Closed -$954K – 3794
2024
Q4 		$954K Buy
3,822
+308
+9% +$75.2K ﹤0.01% 1894
2024
Q3 		$834K Buy
3,514
+128
+4% +$26.9K ﹤0.01% 2131
2024
Q2 		$748K Buy
3,386
+43
+1% +$8.84K ﹤0.01% 2192
2024
Q1 		$716K Sell
3,343
-191
-5% -$37.7K ﹤0.01% 2201
2023
Q4 		$785K Buy
3,534
+571
+19% +$110K ﹤0.01% 2208
2023
Q3 		$590K Sell
2,963
-108
-4% -$20.3K ﹤0.01% 2358
2023
Q2 		$516K Sell
3,071
-755
-20% -$140K ﹤0.01% 2578
2023
Q1 		$881K Sell
3,826
-97
-2% -$20.1K ﹤0.01% 2121
2022
Q4 		$808K Buy
3,923
+1,065
+37% +$247K ﹤0.01% 2319
2022
Q3 		$682 Sell
2,858
-979
-26% -$204K ﹤0.01% 2392
2022
Q2 		$757 Buy
+3,837
New +$682K ﹤0.01% 2475

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 Montreal's AZPN Position: Q1 2025 in Review

Bank of Montreal sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3,822 shares — an estimated $954K sold.

Bank of Montreal first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $954K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Bank of Montreal reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 3,822 Aspen Technology Inc shares in Q1 2025, an estimated $954K.
  • Bank of Montreal first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Bank of Montreal's Aspen Technology Inc position peaked at $954K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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