LFG
AZPN

Larson Financial Group’s Aspen Technology Inc AZPN Stock Holding History

Larson Financial Group’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
Closed -$250 – 3222
2024
Q4 		$250 Hold
1
– – ﹤0.01% 2379
2024
Q3 		$239 Buy
+1
New +$210 ﹤0.01% 2320

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

Larson Financial Group's AZPN Position: Q1 2025 in Review

Larson Financial Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1 share — an estimated $250 sold.

Larson Financial Group first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $250 in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Larson Financial Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 1 Aspen Technology Inc share in Q1 2025, an estimated $250.
  • Larson Financial Group first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's Aspen Technology Inc position peaked at $250 in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.