BWL
AZPN

Bogart Wealth LLC’s Aspen Technology Inc AZPN Stock Holding History

Bogart Wealth LLC’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
-4
Closed -$999 – 1528
2024
Q4 		$999 Buy
+4
New +$976 ﹤0.01% 1199
2022
Q4 		– Sell
-26
Closed -$6K – 1215
2022
Q3 		$6K Buy
+26
New +$5.41K ﹤0.01% 673

Other funds holding AZPN

DekaBank Deutsche Girozentrale
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
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bogart Wealth LLC's AZPN Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 4 shares — an estimated $999 sold.

Bogart Wealth LLC first reported a position in AZPN in Q3 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 4 Aspen Technology Inc shares in Q1 2025, an estimated $999.
  • Bogart Wealth LLC first reported a position in Aspen Technology Inc in Q3 2022 and held it in 2 quarters.
  • Bogart Wealth LLC's Aspen Technology Inc position peaked at $6K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.