GWM
AZPN

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

Gibbs 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
-1,987
Closed -$496K – 321
2024
Q4 		$496K Sell
1,987
-585
-23% -$143K 0.13% 166
2024
Q3 		$614K Buy
2,572
+323
+14% +$67.9K 0.2% 116
2024
Q2 		$447K Buy
2,249
+779
+53% +$160K 0.18% 131
2024
Q1 		$314K Buy
+1,470
New +$290K 0.18% 134

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

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

Gibbs Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,987 shares — an estimated $496K sold.

Gibbs Wealth Management first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $614K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Gibbs Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 1,987 Aspen Technology Inc shares in Q1 2025, an estimated $496K.
  • Gibbs Wealth Management first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Gibbs Wealth Management's Aspen Technology Inc position peaked at $614K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Gibbs Wealth Management's 13F filing for Q1 2025, filed 4 Nov 2025.