TFM
AZPN

TFC Financial Management’s Aspen Technology Inc AZPN Stock Holding History

TFC Financial 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
-1
Closed -$250 – 1066
2024
Q4 		$250 Hold
1
– – ﹤0.01% 721
2024
Q3 		$239 Buy
+1
New +$210 ﹤0.01% 730
2023
Q2 		– Sell
-1
Closed -$229 – 776
2023
Q1 		$229 Buy
+1
New +$207 ﹤0.01% 624

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

TFC Financial Management's AZPN Position: Q1 2025 in Review

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

TFC Financial Management first reported a position in AZPN in Q1 2023 and held it in 3 quarters. The position peaked at $250 in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • TFC Financial Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Aspen Technology Inc share in Q1 2025, an estimated $250.
  • TFC Financial Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 3 quarters.
  • TFC Financial Management'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 TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.