GRP
AZPN

Global Retirement Partners’s Aspen Technology Inc AZPN Stock Holding History

Global Retirement Partners’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
2024
Q4 		$11.5K Sell
46
-41
-47% -$10K ﹤0.01% 2348
2024
Q3 		$20.8K Hold
87
– – ﹤0.01% 1968
2024
Q2 		$17.3K Buy
87
+53
+156% +$10.9K ﹤0.01% 2059
2024
Q1 		$7.25K Hold
34
– – ﹤0.01% 2254
2023
Q4 		$6.75K Sell
34
-7
-17% -$1.35K ﹤0.01% 2213
2023
Q3 		$8.25K Hold
41
– – ﹤0.01% 2028
2023
Q2 		$6.87K Sell
41
-14
-25% -$2.6K ﹤0.01% 2096
2023
Q1 		$9.86K Buy
55
+6
+12% +$1.24K ﹤0.01% 1929
2022
Q4 		$10.1K Sell
49
-1
-2% -$232 ﹤0.01% 1780
2022
Q3 		$12K Buy
50
+3
+6% +$624 ﹤0.01% 1628
2022
Q2 		$9K Buy
+47
New +$8.36K ﹤0.01% 1701

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's AZPN Position: Q4 2024 in Review

Global Retirement Partners reduced its Aspen Technology Inc (AZPN) stake by 47% in Q4 2024, selling an estimated $10K and leaving 46 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Global Retirement Partners first reported a position in AZPN in Q2 2022 and has held it in 11 quarters since. The position peaked at $20.8K in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Global Retirement Partners held 46 shares of Aspen Technology Inc worth $11.5K as of Q4 2024.
  • Global Retirement Partners sold 41 Aspen Technology Inc shares in Q4 2024, an estimated $10K.
  • Aspen Technology Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2348 holding.
  • Global Retirement Partners first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 11 quarters since.
  • Global Retirement Partners's Aspen Technology Inc position peaked at $20.8K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.