Carson Wealth (CWM LLC)
AZPN

Carson Wealth (CWM LLC)’s Aspen Technology Inc AZPN Stock Holding History

Carson Wealth (CWM 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
-158
Closed -$39K – 5260
2024
Q4 		$39K Sell
158
-56
-26% -$13.7K ﹤0.01% 2980
2024
Q3 		$51K Sell
214
-7
-3% -$1.47K ﹤0.01% 2685
2024
Q2 		$44K Buy
221
+12
+6% +$2.47K ﹤0.01% 2571
2024
Q1 		$45K Buy
209
+32
+18% +$6.31K ﹤0.01% 2368
2023
Q4 		$39K Sell
177
-49
-22% -$9.43K ﹤0.01% 2336
2023
Q3 		$46K Buy
226
+69
+44% +$13K ﹤0.01% 2120
2023
Q2 		$26K Buy
157
+14
+10% +$2.6K ﹤0.01% 2468
2023
Q1 		$33K Sell
143
-33
-19% -$6.84K ﹤0.01% 2167
2022
Q4 		$36K Sell
176
-14
-7% -$3.25K ﹤0.01% 1965
2022
Q3 		$45K Buy
190
+118
+164% +$24.5K ﹤0.01% 1709
2022
Q2 		$13K Buy
+72
New +$12.8K ﹤0.01% 2443

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

Carson Wealth (CWM LLC)'s AZPN Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 158 shares — an estimated $39K sold.

Carson Wealth (CWM LLC) first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $51K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 158 Aspen Technology Inc shares in Q1 2025, an estimated $39K.
  • Carson Wealth (CWM LLC) first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Aspen Technology Inc position peaked at $51K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.