Jones Financial Companies
AZPN

Jones Financial Companies’s Aspen Technology Inc AZPN Stock Holding History

Jones Financial Companies’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
-213
Closed -$53.2K – 3889
2024
Q4 		$53.2K Buy
213
+193
+965% +$47.1K ﹤0.01% 1858
2024
Q3 		$4.74K Buy
20
+16
+400% +$3.37K ﹤0.01% 2465
2024
Q2 		$795 Buy
+4
New +$822 ﹤0.01% 2301
2024
Q1 		– Sell
-14
Closed -$3.08K – 1459
2023
Q4 		$3.08K Buy
14
+7
+100% +$1.35K ﹤0.01% 842
2023
Q3 		$1.43K Buy
+7
New +$1.32K ﹤0.01% 597

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Jones Financial Companies's AZPN Position: Q1 2025 in Review

Jones Financial Companies sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 213 shares — an estimated $53.2K sold.

Jones Financial Companies first reported a position in AZPN in Q3 2023 and held it in 5 quarters. The position peaked at $53.2K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Jones Financial Companies reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 213 Aspen Technology Inc shares in Q1 2025, an estimated $53.2K.
  • Jones Financial Companies first reported a position in Aspen Technology Inc in Q3 2023 and held it in 5 quarters.
  • Jones Financial Companies's Aspen Technology Inc position peaked at $53.2K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.