DWM
AZPN

Diversify Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Diversify Wealth Management’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
Q4 		– Sell
-964
Closed -$224K – 542
2024
Q3 		$224K Buy
+964
New +$203K 0.02% 441

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Diversify Wealth Management's AZPN Position: Q4 2024 in Review

Diversify Wealth Management sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 964 shares — an estimated $224K sold.

Diversify Wealth Management first reported a position in AZPN in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Diversify Wealth Management reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 964 Aspen Technology Inc shares in Q4 2024, an estimated $224K.
  • Diversify Wealth Management first reported a position in Aspen Technology Inc in Q3 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Aspen Technology Inc position peaked at $224K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.