Cetera Investment Advisers
AZPN

Cetera Investment Advisers’s Aspen Technology Inc AZPN Stock Holding History

Cetera Investment Advisers’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
-3,953
Closed -$987K – 4092
2024
Q4 		$987K Sell
3,953
-2,192
-36% -$535K ﹤0.01% 2168
2024
Q3 		$1.47M Buy
6,145
+669
+12% +$141K ﹤0.01% 1829
2024
Q2 		$1.09M Buy
5,476
+81
+2% +$16.6K ﹤0.01% 2013
2024
Q1 		$1.15M Buy
5,395
+3,987
+283% +$786K ﹤0.01% 1958
2023
Q4 		$310K Buy
1,408
+346
+33% +$66.6K ﹤0.01% 1771
2023
Q3 		$217K Buy
+1,062
New +$200K ﹤0.01% 1929
2023
Q2 		– Sell
-965
Closed -$221K – 2318
2023
Q1 		$221K Buy
+965
New +$200K ﹤0.01% 1902

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

Cetera Investment Advisers's AZPN Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3,953 shares — an estimated $987K sold.

Cetera Investment Advisers first reported a position in AZPN in Q1 2023 and held it in 7 quarters. The position peaked at $1.47M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 3,953 Aspen Technology Inc shares in Q1 2025, an estimated $987K.
  • Cetera Investment Advisers first reported a position in Aspen Technology Inc in Q1 2023 and held it in 7 quarters.
  • Cetera Investment Advisers's Aspen Technology Inc position peaked at $1.47M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.