Blue Trust Inc’s Aspen Technology Inc AZPN Stock Holding History

Blue Trust Inc’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	-232	Closed	-$57.9K	–	2576
2024 Q4	$57.9K	Buy	232 +228	+5,700%	+$55.6K	﹤0.01%	1207
2024 Q3	$795	Buy	4 +1	+33%	+$210	﹤0.01%	2731
2024 Q2	$640	Hold	3	–	–	﹤0.01%	2590
2024 Q1	$640	Sell	3 -4	-57%	-$789	﹤0.01%	1994
2023 Q4	$1K	Buy	+7	New	+$1.35K	﹤0.01%	2448
2023 Q2	–	Sell	-11	Closed	-$3K	–	2604
2023 Q1	$3K	Buy	11 +4	+57%	+$830	﹤0.01%	1965
2022 Q4	$2K	Buy	7 +4	+133%	+$929	﹤0.01%	1982
2022 Q3	$1K	Buy	+3	New	+$624	﹤0.01%	2039

Other funds holding AZPN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc's AZPN Position: Q1 2025 in Review

Blue Trust Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 232 shares — an estimated $57.9K sold.

Blue Trust Inc first reported a position in AZPN in Q3 2022 and held it in 8 quarters. The position peaked at $57.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Blue Trust Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Blue Trust Inc sold 232 Aspen Technology Inc shares in Q1 2025, an estimated $57.9K.
Blue Trust Inc first reported a position in Aspen Technology Inc in Q3 2022 and held it in 8 quarters.
Blue Trust Inc's Aspen Technology Inc position peaked at $57.9K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.