FWM
AZPN

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

FSA 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
-9
Closed -$2.25K – 541
2024
Q4 		$2.25K Hold
9
– – ﹤0.01% 476
2024
Q3 		$2.15K Buy
+9
New +$1.89K ﹤0.01% 486
2024
Q1 		$1.92K Hold
9
– – ﹤0.01% 547
2023
Q4 		$2K Buy
+9
New +$1.73K ﹤0.01% 546

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

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

FSA Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 9 shares — an estimated $2.25K sold.

FSA Wealth Management first reported a position in AZPN in Q4 2023 and held it in 4 quarters. The position peaked at $2.25K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • FSA Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • FSA Wealth Management sold 9 Aspen Technology Inc shares in Q1 2025, an estimated $2.25K.
  • FSA Wealth Management first reported a position in Aspen Technology Inc in Q4 2023 and held it in 4 quarters.
  • FSA Wealth Management's Aspen Technology Inc position peaked at $2.25K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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