RSWM
AZPN

Robertson Stephens Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Robertson Stephens Wealth Management’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
-998
Closed -$249K – 601
2024
Q4 		$249K Sell
998
-1,483
-60% -$362K 0.01% 507
2024
Q3 		$593K Buy
+2,481
New +$522K 0.02% 375

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

Robertson Stephens Wealth Management's AZPN Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 998 shares — an estimated $249K sold.

Robertson Stephens Wealth Management first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $593K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 998 Aspen Technology Inc shares in Q1 2025, an estimated $249K.
  • Robertson Stephens Wealth Management first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Aspen Technology Inc position peaked at $593K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.