Focus Partners Wealth
AZPN

Focus Partners Wealth’s Aspen Technology Inc AZPN Stock Holding History

Focus Partners Wealth’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
-1,002
Closed -$250K – 2054
2024
Q4 		$250K Buy
+1,002
New +$244K ﹤0.01% 1633

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

Focus Partners Wealth's AZPN Position: Q1 2025 in Review

Focus Partners Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,002 shares — an estimated $250K sold.

Focus Partners Wealth first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Focus Partners Wealth reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 1,002 Aspen Technology Inc shares in Q1 2025, an estimated $250K.
  • Focus Partners Wealth first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Aspen Technology Inc position peaked at $250K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.