OWA
AZPN

Outlook Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Outlook Wealth 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
-2,026
Closed -$506K – 272
2024
Q4 		$506K Hold
2,026
– – 0.15% 134
2024
Q3 		$484K Hold
2,026
– – 0.14% 134
2024
Q2 		$402K Hold
2,026
– – 0.13% 162
2024
Q1 		$432K Hold
2,026
– – 0.13% 156
2023
Q4 		$446K Hold
2,026
– – 0.16% 132
2023
Q3 		$414K Hold
2,026
– – 0.16% 134
2023
Q2 		$340K Sell
2,026
-5
-0.2% -$928 0.13% 152
2023
Q1 		$465K Hold
2,031
– – 0.21% 117
2022
Q4 		$417K Hold
2,031
– – 0.2% 115
2022
Q3 		$484K Hold
2,031
– – 0.22% 113
2022
Q2 		$373K Buy
+2,031
New +$361K 0.15% 143

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

Outlook Wealth Advisors's AZPN Position: Q1 2025 in Review

Outlook Wealth Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 2,026 shares — an estimated $506K sold.

Outlook Wealth Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $506K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Outlook Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,026 Aspen Technology Inc shares in Q1 2025, an estimated $506K.
  • Outlook Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Outlook Wealth Advisors's Aspen Technology Inc position peaked at $506K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Outlook Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.