KWM
AZPN

Kolinsky Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$361K Buy
1,448
+119
+9% +$29K 0.22% 95
2024
Q3 		$317K Buy
1,329
+60
+5% +$12.6K 0.21% 110
2024
Q2 		$252K Buy
+1,269
New +$261K 0.18% 121
2023
Q1 		– Sell
-979
Closed -$201K – 137
2022
Q4 		$201K Buy
+979
New +$227K 0.23% 119

Other funds holding AZPN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kolinsky Wealth Management's AZPN Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Aspen Technology Inc (AZPN) stake by 9% in Q4 2024, buying an estimated $29K and bringing the position to 1,448 shares worth $361K. The position accounts for 0.22% of the portfolio, ranked #95.

Kolinsky Wealth Management first reported a position in AZPN in Q4 2022 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • Kolinsky Wealth Management held 1,448 shares of Aspen Technology Inc worth $361K as of Q4 2024.
  • Kolinsky Wealth Management bought 119 Aspen Technology Inc shares in Q4 2024, an estimated $29K.
  • Aspen Technology Inc made up 0.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #95 holding.
  • Kolinsky Wealth Management first reported a position in Aspen Technology Inc in Q4 2022 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.