EWA
AZPN

EverSource Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

EverSource Wealth Advisors’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
-1,534
Closed -$383K – 4194
2024
Q4 		$383K Buy
1,534
+28
+2% +$6.83K 0.02% 439
2024
Q3 		$360K Buy
1,506
+51
+4% +$10.7K 0.02% 398
2024
Q2 		$273K Buy
1,455
+40
+3% +$8.22K 0.02% 467
2024
Q1 		$279K Sell
1,415
-8
-0.6% -$1.58K 0.02% 397
2023
Q4 		$313K Sell
1,423
-51
-3% -$9.82K 0.03% 329
2023
Q3 		$301K Sell
1,474
-9
-0.6% -$1.69K 0.03% 303
2023
Q2 		$249K Sell
1,483
-273
-16% -$50.7K 0.03% 351
2023
Q1 		$402K Buy
1,756
+503
+40% +$104K 0.05% 248
2022
Q4 		$257K Sell
1,253
-725
-37% -$168K 0.04% 313
2022
Q3 		$470K Buy
1,978
+64
+3% +$13.3K 0.11% 182
2022
Q2 		$352K Buy
+1,914
New +$340K 0.09% 194

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

EverSource Wealth Advisors's AZPN Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,534 shares — an estimated $383K sold.

EverSource Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $470K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,534 Aspen Technology Inc shares in Q1 2025, an estimated $383K.
  • EverSource Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • EverSource Wealth Advisors's Aspen Technology Inc position peaked at $470K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.