RIL
AZPN

Rothschild Investment LLC’s Aspen Technology Inc AZPN Stock Holding History

Rothschild Investment LLC’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
Closed -$250 – 3105
2024
Q4 		$250 Hold
1
– – ﹤0.01% 2742
2024
Q3 		$239 Buy
+1
New +$210 ﹤0.01% 2675

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

Rothschild Investment LLC's AZPN Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1 share — an estimated $250 sold.

Rothschild Investment LLC first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $250 in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 1 Aspen Technology Inc share in Q1 2025, an estimated $250.
  • Rothschild Investment LLC first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's Aspen Technology Inc position peaked at $250 in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.