FNWA
AZPN

Financial Network Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Financial Network 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
-5
Closed -$1.25K – 785
2024
Q4 		$1.25K Buy
+5
New +$1.22K ﹤0.01% 447
2024
Q3 		– Sell
-65
Closed -$12.7K – 1025
2024
Q2 		$12.7K Buy
+65
New +$13.4K 0.01% 453

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

Financial Network Wealth Advisors's AZPN Position: Q1 2025 in Review

Financial Network Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 5 shares — an estimated $1.25K sold.

Financial Network Wealth Advisors first reported a position in AZPN in Q2 2024 and held it in 2 quarters. The position peaked at $12.7K in Q2 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Financial Network Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 5 Aspen Technology Inc shares in Q1 2025, an estimated $1.25K.
  • Financial Network Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Aspen Technology Inc position peaked at $12.7K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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