DWM
AZPN

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

Dynasty 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
2025
Q1 		– Sell
-1,416
Closed -$353K – 268
2024
Q4 		$353K Sell
1,416
-92
-6% -$22.4K 0.01% 221
2024
Q3 		$360K Sell
1,508
-35
-2% -$7.36K 0.01% 191
2024
Q2 		$306K Buy
1,543
+30
+2% +$6.16K 0.01% 212
2024
Q1 		$323K Buy
+1,513
New +$298K 0.01% 221

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 $106M AUM 28.04% 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

Dynasty Wealth Management's AZPN Position: Q1 2025 in Review

Dynasty Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,416 shares — an estimated $353K sold.

Dynasty Wealth Management first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $360K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Dynasty Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,416 Aspen Technology Inc shares in Q1 2025, an estimated $353K.
  • Dynasty Wealth Management first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Aspen Technology Inc position peaked at $360K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Dynasty Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.