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
2024
Q2 		– Sell
-1,385
Closed -$295K – 268
2024
Q1 		$295K Buy
+1,385
New +$273K 0.04% 116

Other funds holding AZPN

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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

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.