SIC
AZPN

Salem Investment Counselors’s Aspen Technology Inc AZPN Stock Holding History

Salem Investment Counselors’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
-5
Closed -$1.25K – 1267
2024
Q4 		$1.25K Hold
5
– – ﹤0.01% 1073
2024
Q3 		$1.2K Hold
5
– – ﹤0.01% 1073
2024
Q2 		$994 Hold
5
– – ﹤0.01% 1083
2024
Q1 		$1.07K Buy
+5
New +$986 ﹤0.01% 1087

Other funds holding AZPN

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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

Salem Investment Counselors's AZPN Position: Q1 2025 in Review

Salem Investment Counselors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 5 shares — an estimated $1.25K sold.

Salem Investment Counselors first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $1.25K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Salem Investment Counselors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 5 Aspen Technology Inc shares in Q1 2025, an estimated $1.25K.
  • Salem Investment Counselors first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Salem Investment Counselors's Aspen Technology Inc position peaked at $1.25K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.