TWM
AZPN

Thrive Wealth Management’s Aspen Technology Inc AZPN Stock Holding History

Thrive Wealth 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
-1,210
Closed -$302K – 226
2024
Q4 		$302K Sell
1,210
-36
-3% -$8.78K 0.05% 156
2024
Q3 		$298K Sell
1,246
-10
-0.8% -$2.1K 0.05% 168
2024
Q2 		$249K Buy
1,256
+108
+9% +$22.2K 0.05% 185
2024
Q1 		$245K Buy
1,148
+125
+12% +$24.6K 0.05% 184
2023
Q4 		$225K Buy
+1,023
New +$197K 0.05% 174
2023
Q2 		– Sell
-967
Closed -$221K – 191
2023
Q1 		$221K Buy
+967
New +$201K 0.06% 158

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

Thrive Wealth Management's AZPN Position: Q1 2025 in Review

Thrive Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,210 shares — an estimated $302K sold.

Thrive Wealth Management first reported a position in AZPN in Q1 2023 and held it in 6 quarters. The position peaked at $302K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Thrive Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 1,210 Aspen Technology Inc shares in Q1 2025, an estimated $302K.
  • Thrive Wealth Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 6 quarters.
  • Thrive Wealth Management's Aspen Technology Inc position peaked at $302K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Thrive Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.