PWG
AZPN

Portside Wealth Group’s Aspen Technology Inc AZPN Stock Holding History

Portside Wealth 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
-3,231
Closed -$807K – 459
2024
Q4 		$807K Sell
3,231
-533
-14% -$130K 0.13% 168
2024
Q3 		$899K Buy
3,764
+67
+2% +$14.1K 0.15% 151
2024
Q2 		$734K Sell
3,697
-199
-5% -$40.9K 0.14% 158
2024
Q1 		$831K Buy
3,896
+403
+12% +$79.4K 0.15% 151
2023
Q4 		$769K Buy
3,493
+732
+27% +$141K 0.14% 155
2023
Q3 		$563K Buy
2,761
+24
+0.9% +$4.52K 0.11% 179
2023
Q2 		$459K Buy
+2,737
New +$508K 0.09% 206

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 $106M AUM 28.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Portside Wealth Group's AZPN Position: Q1 2025 in Review

Portside Wealth Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 3,231 shares — an estimated $807K sold.

Portside Wealth Group first reported a position in AZPN in Q2 2023 and held it in 7 quarters. The position peaked at $899K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Portside Wealth Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Portside Wealth Group sold 3,231 Aspen Technology Inc shares in Q1 2025, an estimated $807K.
  • Portside Wealth Group first reported a position in Aspen Technology Inc in Q2 2023 and held it in 7 quarters.
  • Portside Wealth Group's Aspen Technology Inc position peaked at $899K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Portside Wealth Group's 13F filing for Q1 2025, filed 10 Apr 2025.