Strengthening Families & Communities LLC’s Aspen Technology Inc AZPN Stock Holding History

Strengthening Families & Communities 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	-210	Closed	-$52K	–	399
2024 Q4	$52K	Hold	210	–	–	0.03%	157
2024 Q3	$50.2K	Hold	210	–	–	0.01%	238
2024 Q2	$42K	Buy	+210	New	+$43.2K	0.01%	265

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Strengthening Families & Communities LLC's AZPN Position: Q1 2025 in Review

Strengthening Families & Communities LLC sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 210 shares — an estimated $52K sold.

Strengthening Families & Communities LLC first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $52K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Strengthening Families & Communities LLC reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Strengthening Families & Communities LLC sold 210 Aspen Technology Inc shares in Q1 2025, an estimated $52K.
Strengthening Families & Communities LLC first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
Strengthening Families & Communities LLC's Aspen Technology Inc position peaked at $52K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2025, filed 12 May 2025.