PTC
AZPN

Private Trust Company’s Aspen Technology Inc AZPN Stock Holding History

Private Trust Company’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
-92
Closed -$23K – 2552
2024
Q4 		$23K Buy
92
+47
+104% +$11.5K ﹤0.01% 1442
2024
Q3 		$10.7K Sell
45
-3
-6% -$631 ﹤0.01% 1689
2024
Q2 		$9.53K Buy
48
+2
+4% +$411 ﹤0.01% 1702
2024
Q1 		$9.81K Sell
46
-3
-6% -$591 ﹤0.01% 1661
2023
Q4 		$10.8K Buy
49
+3
+7% +$577 ﹤0.01% 1630
2023
Q3 		$9.4K Sell
46
-1
-2% -$188 ﹤0.01% 1622
2023
Q2 		$7.88K Sell
47
-34
-42% -$6.31K ﹤0.01% 1715
2023
Q1 		$18.5K Sell
81
-18
-18% -$3.73K ﹤0.01% 1364
2022
Q4 		$20K Buy
+99
New +$23K ﹤0.01% 1305
2022
Q3 		– Sell
-82
Closed -$15K – 2233
2022
Q2 		$15K Buy
+82
New +$14.6K ﹤0.01% 1340

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Private Trust Company's AZPN Position: Q1 2025 in Review

Private Trust Company sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 92 shares — an estimated $23K sold.

Private Trust Company first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $23K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Private Trust Company reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 92 Aspen Technology Inc shares in Q1 2025, an estimated $23K.
  • Private Trust Company first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • Private Trust Company's Aspen Technology Inc position peaked at $23K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.