CT
AZPN

Colonial Trust’s Aspen Technology Inc AZPN Stock Holding History

Colonial Trust’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
-20
Closed -$4.98K – 1357
2024
Q4 		$4.98K Hold
20
– – ﹤0.01% 1069
2024
Q3 		$4.73K Buy
+20
New +$4.21K ﹤0.01% 880
2024
Q2 		– Sell
-69
Closed -$14.7K – 1032
2024
Q1 		$14.7K Buy
+69
New +$13.6K ﹤0.01% 701

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

Colonial Trust's AZPN Position: Q1 2025 in Review

Colonial Trust sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 20 shares — an estimated $4.98K sold.

Colonial Trust first reported a position in AZPN in Q1 2024 and held it in 3 quarters. The position peaked at $14.7K in Q1 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Colonial Trust reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 20 Aspen Technology Inc shares in Q1 2025, an estimated $4.98K.
  • Colonial Trust first reported a position in Aspen Technology Inc in Q1 2024 and held it in 3 quarters.
  • Colonial Trust's Aspen Technology Inc position peaked at $14.7K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.