NWAG
AZPN

Net Worth Advisory Group’s Aspen Technology Inc AZPN Stock Holding History

Net Worth Advisory 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
-4,197
Closed -$1.05M – 424
2024
Q4 		$1.05M Buy
4,197
+41
+1% +$10K 0.32% 50
2024
Q3 		$993K Buy
+4,156
New +$874K 0.29% 55

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

Net Worth Advisory Group's AZPN Position: Q1 2025 in Review

Net Worth Advisory Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 4,197 shares — an estimated $1.05M sold.

Net Worth Advisory Group first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Net Worth Advisory Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 4,197 Aspen Technology Inc shares in Q1 2025, an estimated $1.05M.
  • Net Worth Advisory Group first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Net Worth Advisory Group's Aspen Technology Inc position peaked at $1.05M in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Net Worth Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.