CWP
AZPN

Curated Wealth Partners’s Aspen Technology Inc AZPN Stock Holding History

Curated Wealth Partners’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
-1,299
Closed -$324K – 164
2024
Q4 		$324K Buy
1,299
+155
+14% +$37.8K 0.04% 110
2024
Q3 		$273K Hold
1,144
– – 0.03% 114
2024
Q2 		$227K Buy
+1,144
New +$235K 0.03% 124
2024
Q1 		– Sell
-1,453
Closed -$286K – 277
2023
Q4 		$320K Sell
1,453
-21
-1% -$4.04K 0.05% 110
2023
Q3 		$301K Buy
1,474
+58
+4% +$10.9K 0.05% 104
2023
Q2 		$237K Hold
1,416
– – 0.05% 114
2023
Q1 		$324K Hold
1,416
– – 0.07% 95
2022
Q4 		$291K Hold
1,416
– – 0.07% 97
2022
Q3 		$338K Sell
1,416
-83
-6% -$17.3K 0.1% 84
2022
Q2 		$274K Buy
+1,499
New +$267K 0.08% 104

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

Curated Wealth Partners's AZPN Position: Q1 2025 in Review

Curated Wealth Partners sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,299 shares — an estimated $324K sold.

Curated Wealth Partners first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $338K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Curated Wealth Partners reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 1,299 Aspen Technology Inc shares in Q1 2025, an estimated $324K.
  • Curated Wealth Partners first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • Curated Wealth Partners's Aspen Technology Inc position peaked at $338K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Curated Wealth Partners's 13F filing for Q1 2025, filed 15 Apr 2025.