FTWA
AZPN

Fifth Third Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Fifth Third 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
-914
Closed -$228K – 758
2024
Q4 		$228K Buy
+914
New +$223K 0.01% 631

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

Fifth Third Wealth Advisors's AZPN Position: Q1 2025 in Review

Fifth Third Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 914 shares — an estimated $228K sold.

Fifth Third Wealth Advisors first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Fifth Third Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 914 Aspen Technology Inc shares in Q1 2025, an estimated $228K.
  • Fifth Third Wealth Advisors first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Fifth Third Wealth Advisors's Aspen Technology Inc position peaked at $228K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.