Commonwealth Equity Services
AZPN

Commonwealth Equity Services’s Aspen Technology Inc AZPN Stock Holding History

Commonwealth Equity Services’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
-882
Closed -$220K – 4309
2024
Q4 		$220K Sell
882
-58
-6% -$14.2K ﹤0.01% 3684
2024
Q3 		$224K Sell
940
-553
-37% -$116K ﹤0.01% 3599
2024
Q2 		$297K Sell
1,493
-213
-12% -$43.8K ﹤0.01% 3301
2024
Q1 		$364K Buy
1,706
+434
+34% +$85.6K ﹤0.01% 3097
2023
Q4 		$280K Sell
1,272
-55
-4% -$10.6K ﹤0.01% 3238
2023
Q3 		$271K Sell
1,327
-662
-33% -$125K ﹤0.01% 3119
2023
Q2 		$333K Buy
1,989
+331
+20% +$61.4K ﹤0.01% 2960
2023
Q1 		$379 Buy
1,658
+424
+34% +$87.9K ﹤0.01% 2780
2022
Q4 		$253K Buy
+1,234
New +$287K ﹤0.01% 3013

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

Commonwealth Equity Services's AZPN Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 882 shares — an estimated $220K sold.

Commonwealth Equity Services first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $364K in Q1 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 882 Aspen Technology Inc shares in Q1 2025, an estimated $220K.
  • Commonwealth Equity Services first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
  • Commonwealth Equity Services's Aspen Technology Inc position peaked at $364K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.