CWC
AZPN

Carolinas Wealth Consulting’s Aspen Technology Inc AZPN Stock Holding History

Carolinas Wealth Consulting’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
-6
Closed -$1.3K – 1105
2024
Q4 		$1.3K Buy
6
+2
+50% +$488 ﹤0.01% 900
2024
Q3 		$828 Buy
+4
New +$841 ﹤0.01% 949
2023
Q2 		– Sell
-5
Closed -$1.14K – 1125
2023
Q1 		$1.14K Hold
5
– – ﹤0.01% 872
2022
Q4 		$1.03K Buy
+5
New +$1.16K ﹤0.01% 892

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

Carolinas Wealth Consulting's AZPN Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 6 shares — an estimated $1.3K sold.

Carolinas Wealth Consulting first reported a position in AZPN in Q4 2022 and held it in 4 quarters. The position peaked at $1.3K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6 Aspen Technology Inc shares in Q1 2025, an estimated $1.3K.
  • Carolinas Wealth Consulting first reported a position in Aspen Technology Inc in Q4 2022 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Aspen Technology Inc position peaked at $1.3K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.