GFPC
AZPN

Global Financial Private Client’s Aspen Technology Inc AZPN Stock Holding History

Global Financial Private Client’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
-3
Closed -$749 – 1706
2024
Q4 		$749 Buy
+3
New +$732 ﹤0.01% 837

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 $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

Global Financial Private Client's AZPN Position: Q1 2025 in Review

Global Financial Private Client sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3 shares — an estimated $749 sold.

Global Financial Private Client first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $749 in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Global Financial Private Client reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Aspen Technology Inc shares in Q1 2025, an estimated $749.
  • Global Financial Private Client first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Global Financial Private Client's Aspen Technology Inc position peaked at $749 in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.