CI Investments Inc
AZPN

CI Investments Inc’s Aspen Technology Inc AZPN Stock Holding History

CI Investments 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
-113
Closed -$28K – 1336
2024
Q4 		$28K Buy
113
+29
+35% +$7.08K ﹤0.01% 1119
2024
Q3 		$20K Buy
84
+3
+4% +$631 ﹤0.01% 1124
2024
Q2 		$16K Sell
81
-8
-9% -$1.64K ﹤0.01% 1100
2024
Q1 		$19K Buy
89
+11
+14% +$2.17K ﹤0.01% 1114
2023
Q4 		$17K Sell
78
-4
-5% -$770 ﹤0.01% 1089
2023
Q3 		$17K Buy
82
+4
+5% +$753 ﹤0.01% 1114
2023
Q2 		$13K Buy
78
+1
+1% +$186 ﹤0.01% 1137
2023
Q1 		$18K Hold
77
– – ﹤0.01% 1063
2022
Q4 		$16K Buy
77
+75
+3,750% +$17.4K ﹤0.01% 1100
2022
Q3 		$0 Buy
2
+1
+100% +$208 ﹤0.01% 1393
2022
Q2 		$0 Buy
+1
New +$178 ﹤0.01% 1442

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

CI Investments Inc's AZPN Position: Q1 2025 in Review

CI Investments Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 113 shares — an estimated $28K sold.

CI Investments Inc first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $28K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • CI Investments Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • CI Investments Inc sold 113 Aspen Technology Inc shares in Q1 2025, an estimated $28K.
  • CI Investments Inc first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • CI Investments Inc's Aspen Technology Inc position peaked at $28K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on CI Investments Inc's 13F filing for Q1 2025, filed 13 May 2025.