PWMG
AZPN

Private Wealth Management Group’s Aspen Technology Inc AZPN Stock Holding History

Private Wealth Management 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
-8
Closed -$2K – 1606
2024
Q4 		$2K Hold
8
– – ﹤0.01% 1081
2024
Q3 		$1.91K Sell
8
-13
-62% -$2.73K ﹤0.01% 1081
2024
Q2 		$4.17K Buy
21
+16
+320% +$3.29K ﹤0.01% 775
2024
Q1 		$1.07K Hold
5
– – ﹤0.01% 1240
2023
Q4 		$1.1K Buy
+5
New +$962 ﹤0.01% 1230

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

Private Wealth Management Group's AZPN Position: Q1 2025 in Review

Private Wealth Management Group sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 8 shares — an estimated $2K sold.

Private Wealth Management Group first reported a position in AZPN in Q4 2023 and held it in 5 quarters. The position peaked at $4.17K in Q2 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Private Wealth Management Group reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 8 Aspen Technology Inc shares in Q1 2025, an estimated $2K.
  • Private Wealth Management Group first reported a position in Aspen Technology Inc in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Aspen Technology Inc position peaked at $4.17K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.