GM
AZPN

GeoWealth Management’s Aspen Technology Inc AZPN Stock Holding History

GeoWealth 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
-42
Closed -$10.5K – 1833
2024
Q4 		$10.5K Buy
42
+32
+320% +$7.81K ﹤0.01% 1485
2024
Q3 		$2.39K Buy
+10
New +$2.1K ﹤0.01% 1547

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

GeoWealth Management's AZPN Position: Q1 2025 in Review

GeoWealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 42 shares — an estimated $10.5K sold.

GeoWealth Management first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $10.5K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • GeoWealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 42 Aspen Technology Inc shares in Q1 2025, an estimated $10.5K.
  • GeoWealth Management first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Aspen Technology Inc position peaked at $10.5K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.