PMFA
AZPN

Plante Moran Financial Advisors’s Aspen Technology Inc AZPN Stock Holding History

Plante Moran Financial 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
-30
Closed -$7.49K – 991
2024
Q4 		$7.49K Buy
+30
New +$7.32K ﹤0.01% 624

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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

Plante Moran Financial Advisors's AZPN Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 30 shares — an estimated $7.49K sold.

Plante Moran Financial Advisors first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $7.49K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 30 Aspen Technology Inc shares in Q1 2025, an estimated $7.49K.
  • Plante Moran Financial Advisors first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Aspen Technology Inc position peaked at $7.49K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.