Cornerstone Planning Group’s Aspen Technology Inc AZPN Stock Holding History

Cornerstone Planning 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	-1	Closed	-$264	–	1709
2024 Q4	$264	Hold	1	–	–	﹤0.01%	1305
2024 Q3	$240	Hold	1	–	–	﹤0.01%	1221
2024 Q2	$173	Hold	1	–	–	﹤0.01%	1181
2024 Q1	$203	Hold	1	–	–	﹤0.01%	1012
2023 Q4	$220	Hold	1	–	–	﹤0.01%	857
2023 Q3	$204	Buy	+1	New	+$188	﹤0.01%	1021
2022 Q4	$388	Buy	+2	New	+$465	﹤0.01%	1473

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cornerstone Planning Group's AZPN Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1 share — an estimated $264 sold.

Cornerstone Planning Group first reported a position in AZPN in Q4 2022 and held it in 7 quarters. The position peaked at $388 in Q4 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Cornerstone Planning Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Cornerstone Planning Group sold 1 Aspen Technology Inc share in Q1 2025, an estimated $264.
Cornerstone Planning Group first reported a position in Aspen Technology Inc in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Aspen Technology Inc position peaked at $388 in Q4 2022.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.