BIA
AZPN

Bell Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Bell Investment 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
-12
Closed -$3K – 1960
2024
Q4 		$3K Sell
12
-8
-40% -$1.95K ﹤0.01% 1170
2024
Q3 		$4.78K Hold
20
– – ﹤0.01% 948
2024
Q2 		$3.97K Sell
20
-2
-9% -$411 ﹤0.01% 1040
2024
Q1 		$4.69K Hold
22
– – ﹤0.01% 959
2023
Q4 		$4.84K Sell
22
-2
-8% -$385 ﹤0.01% 902
2023
Q3 		$4.9K Buy
24
+10
+71% +$1.88K ﹤0.01% 814
2023
Q2 		$2.35K Hold
14
– – ﹤0.01% 1221
2023
Q1 		$3.21K Buy
14
+4
+40% +$830 ﹤0.01% 1010
2022
Q4 		$2.05K Sell
10
-5
-33% -$1.16K ﹤0.01% 1280
2022
Q3 		$4K Sell
15
-2
-12% -$416 ﹤0.01% 854
2022
Q2 		$3K Buy
+17
New +$3.02K ﹤0.01% 1054

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

Bell Investment Advisors's AZPN Position: Q1 2025 in Review

Bell Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 12 shares — an estimated $3K sold.

Bell Investment Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $4.9K in Q3 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Bell Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 12 Aspen Technology Inc shares in Q1 2025, an estimated $3K.
  • Bell Investment Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Bell Investment Advisors's Aspen Technology Inc position peaked at $4.9K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.