PWS
AZPN

Precision Wealth Strategies’s Aspen Technology Inc AZPN Stock Holding History

Precision Wealth Strategies’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
-1,146
Closed -$286K – 127
2024
Q4 		$286K Buy
1,146
+5
+0.4% +$1.22K 0.22% 97
2024
Q3 		$272K Buy
1,141
+10
+0.9% +$2.1K 0.25% 93
2024
Q2 		$225K Sell
1,131
-265
-19% -$54.5K 0.23% 93
2024
Q1 		$298K Sell
1,396
-21
-1% -$4.14K 0.28% 78
2023
Q4 		$312K Sell
1,417
-5
-0.4% -$962 0.3% 66
2023
Q3 		$290K Buy
1,422
+17
+1% +$3.2K 0.32% 63
2023
Q2 		$235K Sell
1,405
-39
-3% -$7.24K 0.39% 53
2023
Q1 		$330K Sell
1,444
-54
-4% -$11.2K 0.52% 43
2022
Q4 		$308K Hold
1,498
– – 0.32% 69
2022
Q3 		$374K Sell
1,498
-156
-9% -$32.4K 0.33% 67
2022
Q2 		$295K Buy
+1,654
New +$294K 0.23% 102

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 $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

Precision Wealth Strategies's AZPN Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,146 shares — an estimated $286K sold.

Precision Wealth Strategies first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $374K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,146 Aspen Technology Inc shares in Q1 2025, an estimated $286K.
  • Precision Wealth Strategies first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Precision Wealth Strategies's Aspen Technology Inc position peaked at $374K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.