KFI
AZPN

Key Financial Inc’s Aspen Technology Inc AZPN Stock Holding History

Key Financial Inc’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
-16
Closed -$3.99K – 1416
2024
Q4 		$3.99K Hold
16
– – ﹤0.01% 1049
2024
Q3 		$3.82K Hold
16
– – ﹤0.01% 1028
2024
Q2 		$3.18K Hold
16
– – ﹤0.01% 1047
2024
Q1 		$3.41K Hold
16
– – ﹤0.01% 1026
2023
Q4 		$3.52K Hold
16
– – ﹤0.01% 1024
2023
Q3 		$3.27K Hold
16
– – ﹤0.01% 1044
2023
Q2 		$2.68K Buy
+16
New +$2.97K ﹤0.01% 1126

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 $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

Key Financial Inc's AZPN Position: Q1 2025 in Review

Key Financial Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 16 shares — an estimated $3.99K sold.

Key Financial Inc first reported a position in AZPN in Q2 2023 and held it in 7 quarters. The position peaked at $3.99K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Key Financial Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 16 Aspen Technology Inc shares in Q1 2025, an estimated $3.99K.
  • Key Financial Inc first reported a position in Aspen Technology Inc in Q2 2023 and held it in 7 quarters.
  • Key Financial Inc's Aspen Technology Inc position peaked at $3.99K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.