IFP Advisors’s Aspen Technology Inc AZPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-169
Closed -$46.3K 5057
2025
Q1
$46.3K Buy
169
+27
+19% +$7.04K ﹤0.01% 1931
2024
Q4
$36.9K Sell
142
-3
-2% -$732 ﹤0.01% 1970
2024
Q3
$34.6K Buy
145
+124
+590% +$26.1K ﹤0.01% 1891
2024
Q2
$4.17K Buy
21
+13
+163% +$2.67K ﹤0.01% 2623
2024
Q1
$1.71K Buy
8
+7
+700% +$1.38K ﹤0.01% 2740
2023
Q4
$220 Sell
1
-51
-98% -$9.82K ﹤0.01% 2932
2023
Q3
$10.6K Buy
52
+10
+24% +$1.88K ﹤0.01% 2233
2023
Q2
$7.04K Sell
42
-108
-72% -$20K ﹤0.01% 2416
2023
Q1
$24.9K Sell
150
-138
-48% -$28.6K ﹤0.01% 1922
2022
Q4
$48K Buy
288
+19
+7% +$4.41K ﹤0.01% 2283
2022
Q3
$44K Buy
269
+220
+449% +$45.8K ﹤0.01% 2473
2022
Q2
$8K Hold
49
﹤0.01% 3563
2022
Q1
$8K Buy
+49
New +$7.2K ﹤0.01% 3562

IFP Advisors's AZPN Position: Q2 2025 in Review

IFP Advisors sold out of Aspen Technology Inc (AZPN) in Q2 2025, closing a stake of 169 shares — an estimated $46.3K sold.

IFP Advisors first reported a position in AZPN in Q1 2022 and held it in 13 quarters. The position peaked at $48K in Q4 2022. 0 funds tracked by Wall St. Rank hold AZPN as of Q2 2025.

  • IFP Advisors reported no remaining Aspen Technology Inc position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 169 Aspen Technology Inc shares in Q2 2025, an estimated $46.3K.
  • IFP Advisors first reported a position in Aspen Technology Inc in Q1 2022 and held it in 13 quarters.
  • IFP Advisors's Aspen Technology Inc position peaked at $48K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.