IWC
AZPN

Integrated Wealth Concepts’s Aspen Technology Inc AZPN Stock Holding History

Integrated Wealth Concepts’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
-2,453
Closed -$612K – 1849
2024
Q4 		$612K Sell
2,453
-1,650
-40% -$403K 0.01% 1036
2024
Q3 		$980K Sell
4,103
-130
-3% -$27.3K 0.01% 810
2024
Q2 		$841K Sell
4,233
-299
-7% -$61.4K 0.01% 838
2024
Q1 		$967K Buy
4,532
+10
+0.2% +$1.97K 0.01% 765
2023
Q4 		$995K Sell
4,522
-458
-9% -$88.2K 0.02% 729
2023
Q3 		$1.02M Buy
4,980
+1
+0% +$188 0.02% 685
2023
Q2 		$834K Buy
+4,979
New +$924K 0.01% 751

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

Integrated Wealth Concepts's AZPN Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,453 shares — an estimated $612K sold.

Integrated Wealth Concepts first reported a position in AZPN in Q2 2023 and held it in 7 quarters. The position peaked at $1.02M in Q3 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,453 Aspen Technology Inc shares in Q1 2025, an estimated $612K.
  • Integrated Wealth Concepts first reported a position in Aspen Technology Inc in Q2 2023 and held it in 7 quarters.
  • Integrated Wealth Concepts's Aspen Technology Inc position peaked at $1.02M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.