CFD
AZPN

Creative Financial Designs’s Aspen Technology Inc AZPN Stock Holding History

Creative Financial Designs’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
-10
Closed -$2.5K – 2132
2024
Q4 		$2.5K Buy
+10
New +$2.44K ﹤0.01% 1554

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

Creative Financial Designs's AZPN Position: Q1 2025 in Review

Creative Financial Designs sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 10 shares — an estimated $2.5K sold.

Creative Financial Designs first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $2.5K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Creative Financial Designs reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 10 Aspen Technology Inc shares in Q1 2025, an estimated $2.5K.
  • Creative Financial Designs first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Creative Financial Designs's Aspen Technology Inc position peaked at $2.5K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.