CWM
AZPN

Compass Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Compass Wealth Management’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
-140
Closed -$34.9K – 445
2024
Q4 		$34.9K Hold
140
– – 0.01% 277
2024
Q3 		$33.4K Hold
140
– – 0.01% 288
2024
Q2 		$27.8K Hold
140
– – 0.01% 304
2024
Q1 		$29.9K Hold
140
– – 0.01% 293
2023
Q4 		$30.8K Hold
140
– – 0.01% 285
2023
Q3 		$28.6K Hold
140
– – 0.01% 284
2023
Q2 		$23.5K Hold
140
– – 0.01% 314
2023
Q1 		$32K Hold
140
– – 0.01% 284
2022
Q4 		$28.8K Buy
+140
New +$32.5K 0.01% 286

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

Compass Wealth Management's AZPN Position: Q1 2025 in Review

Compass Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 140 shares — an estimated $34.9K sold.

Compass Wealth Management first reported a position in AZPN in Q4 2022 and held it in 9 quarters. The position peaked at $34.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Compass Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Compass Wealth Management sold 140 Aspen Technology Inc shares in Q1 2025, an estimated $34.9K.
  • Compass Wealth Management first reported a position in Aspen Technology Inc in Q4 2022 and held it in 9 quarters.
  • Compass Wealth Management's Aspen Technology Inc position peaked at $34.9K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Compass Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.