JWA
AZPN

JFS Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

JFS Wealth Advisors’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
-29
Closed -$7.24K – 2008
2024
Q4 		$7.24K Buy
29
+8
+38% +$1.95K ﹤0.01% 971
2024
Q3 		$5.02K Buy
21
+3
+17% +$631 ﹤0.01% 1118
2024
Q2 		$3.58K Hold
18
– – ﹤0.01% 1198
2024
Q1 		$3.84K Hold
18
– – ﹤0.01% 1197
2023
Q4 		$3.96K Sell
18
-6
-25% -$1.16K ﹤0.01% 1149
2023
Q3 		$4.9K Buy
+24
New +$4.52K ﹤0.01% 998
2022
Q4 		– Sell
-91
Closed -$22K – 2005
2022
Q3 		$22K Hold
91
– – ﹤0.01% 557
2022
Q2 		$17K Buy
+91
New +$16.2K ﹤0.01% 625

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

JFS Wealth Advisors's AZPN Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 29 shares — an estimated $7.24K sold.

JFS Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 8 quarters. The position peaked at $22K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 29 Aspen Technology Inc shares in Q1 2025, an estimated $7.24K.
  • JFS Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 8 quarters.
  • JFS Wealth Advisors's Aspen Technology Inc position peaked at $22K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.