CIBC Private Wealth Group
AZPN

CIBC Private Wealth Group’s Aspen Technology Inc AZPN Stock Holding History

CIBC Private Wealth Group’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
-290
Closed -$72.8K – 3299
2024
Q4 		$72.8K Buy
290
+110
+61% +$26.8K ﹤0.01% 1535
2024
Q3 		$43K Hold
180
– – ﹤0.01% 1828
2024
Q2 		$35.8K Sell
180
-2,447
-93% -$503K ﹤0.01% 1803
2024
Q1 		$565K Buy
2,627
+11
+0.4% +$2.17K ﹤0.01% 805
2023
Q4 		$576K Buy
2,616
+17
+0.7% +$3.27K ﹤0.01% 764
2023
Q3 		$531K Buy
+2,599
New +$489K ﹤0.01% 734

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

CIBC Private Wealth Group's AZPN Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 290 shares — an estimated $72.8K sold.

CIBC Private Wealth Group first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $576K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 290 Aspen Technology Inc shares in Q1 2025, an estimated $72.8K.
  • CIBC Private Wealth Group first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
  • CIBC Private Wealth Group's Aspen Technology Inc position peaked at $576K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.