TPCW
AZPN

TD Private Client Wealth’s Aspen Technology Inc AZPN Stock Holding History

TD Private Client Wealth’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
-9,216
Closed -$2.3M – 1491
2024
Q4 		$2.3M Sell
9,216
-256
-3% -$62.5K 0.06% 208
2024
Q3 		$2.26M Sell
9,472
-67
-0.7% -$14.1K 0.07% 223
2024
Q2 		$1.89M Sell
9,539
-93
-1% -$19.1K 0.06% 243
2024
Q1 		$2.05M Sell
9,632
-92
-0.9% -$18.1K 0.07% 231
2023
Q4 		$2.14M Sell
9,724
-252
-3% -$48.5K 0.08% 209
2023
Q3 		$2.04M Sell
9,976
-1,221
-11% -$230K 0.09% 204
2023
Q2 		$1.88M Sell
11,197
-431
-4% -$80K 0.08% 232
2023
Q1 		$2.66M Buy
11,628
+4,034
+53% +$837K 0.12% 174
2022
Q4 		$1.56M Sell
7,594
-327
-4% -$76K 0.07% 253
2022
Q3 		$1.89M Sell
7,921
-247
-3% -$51.4K 0.1% 214
2022
Q2 		$1.5M Buy
+8,168
New +$1.45M 0.07% 251

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 $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

TD Private Client Wealth's AZPN Position: Q1 2025 in Review

TD Private Client Wealth sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 9,216 shares — an estimated $2.3M sold.

TD Private Client Wealth first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $2.66M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • TD Private Client Wealth reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 9,216 Aspen Technology Inc shares in Q1 2025, an estimated $2.3M.
  • TD Private Client Wealth first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • TD Private Client Wealth's Aspen Technology Inc position peaked at $2.66M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.