Corient Private Wealth
AZPN

Corient Private Wealth’s Aspen Technology Inc AZPN Stock Holding History

Corient Private Wealth’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
-6,362
Closed -$1.59M – 2479
2024
Q4 		$1.59M Sell
6,362
-2,280
-26% -$556K ﹤0.01% 1091
2024
Q3 		$2.06M Buy
8,642
+324
+4% +$68.1K ﹤0.01% 1081
2024
Q2 		$1.65M Buy
8,318
+293
+4% +$60.2K ﹤0.01% 1111
2024
Q1 		$1.71M Sell
8,025
-69
-0.9% -$13.6K ﹤0.01% 1097
2023
Q4 		$1.78M Buy
8,094
+5,428
+204% +$1.04M ﹤0.01% 1057
2023
Q3 		$545K Buy
+2,666
New +$502K ﹤0.01% 1446

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

Corient Private Wealth's AZPN Position: Q1 2025 in Review

Corient Private Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 6,362 shares — an estimated $1.59M sold.

Corient Private Wealth first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $2.06M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Corient Private Wealth reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 6,362 Aspen Technology Inc shares in Q1 2025, an estimated $1.59M.
  • Corient Private Wealth first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
  • Corient Private Wealth's Aspen Technology Inc position peaked at $2.06M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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