LA
AZPN

LVW Advisors’s Aspen Technology Inc AZPN Stock Holding History

LVW Advisors’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
-3,509
Closed -$876K – 330
2024
Q4 		$876K Sell
3,509
-194
-5% -$47.3K 0.11% 125
2024
Q3 		$884K Buy
3,703
+317
+9% +$66.7K 0.11% 126
2024
Q2 		$673K Buy
3,386
+214
+7% +$44K 0.1% 134
2024
Q1 		$677K Sell
3,172
-86
-3% -$17K 0.11% 128
2023
Q4 		$717K Sell
3,258
-64
-2% -$12.3K 0.13% 115
2023
Q3 		$679K Sell
3,322
-400
-11% -$75.3K 0.14% 97
2023
Q2 		$624K Sell
3,722
-82
-2% -$15.2K 0.12% 115
2023
Q1 		$871K Buy
3,804
+1,532
+67% +$318K 0.17% 92
2022
Q4 		$467K Sell
2,272
-154
-6% -$35.8K 0.09% 153
2022
Q3 		$578K Sell
2,426
-17
-0.7% -$3.54K 0.13% 117
2022
Q2 		$449K Buy
+2,443
New +$435K 0.09% 147

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

LVW Advisors's AZPN Position: Q1 2025 in Review

LVW Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3,509 shares — an estimated $876K sold.

LVW Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $884K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • LVW Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • LVW Advisors sold 3,509 Aspen Technology Inc shares in Q1 2025, an estimated $876K.
  • LVW Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • LVW Advisors's Aspen Technology Inc position peaked at $884K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.