KAS
AZPN

Kestra Advisory Services’s Aspen Technology Inc AZPN Stock Holding History

Kestra Advisory Services’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
-1,433
Closed -$358K – 2925
2024
Q4 		$358K Sell
1,433
-234
-14% -$57.1K ﹤0.01% 2109
2024
Q3 		$398K Buy
1,667
+5
+0.3% +$1.05K ﹤0.01% 1913
2024
Q2 		$330K Buy
1,662
+174
+12% +$35.8K ﹤0.01% 2055
2024
Q1 		$317K Buy
1,488
+72
+5% +$14.2K ﹤0.01% 1961
2023
Q4 		$312K Buy
1,416
+91
+7% +$17.5K ﹤0.01% 1822
2023
Q3 		$271K Buy
1,325
+113
+9% +$21.3K ﹤0.01% 1733
2023
Q2 		$203K Buy
1,212
+50
+4% +$9.28K ﹤0.01% 1898
2023
Q1 		$266K Sell
1,162
-363
-24% -$75.3K ﹤0.01% 1645
2022
Q4 		$313K Buy
1,525
+608
+66% +$141K ﹤0.01% 1714
2022
Q3 		$218K Buy
+917
New +$191K ﹤0.01% 1816

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

Kestra Advisory Services's AZPN Position: Q1 2025 in Review

Kestra Advisory Services sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,433 shares — an estimated $358K sold.

Kestra Advisory Services first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $398K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Kestra Advisory Services reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 1,433 Aspen Technology Inc shares in Q1 2025, an estimated $358K.
  • Kestra Advisory Services first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • Kestra Advisory Services's Aspen Technology Inc position peaked at $398K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.