TWD
AZPN

True Wealth Design’s Aspen Technology Inc AZPN Stock Holding History

True Wealth Design’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 – 2694
2024
Q4 		$1.25K Buy
5
+2
+67% +$488 ﹤0.01% 872
2024
Q3 		$717 Buy
3
+1
+50% +$210 ﹤0.01% 1038
2024
Q2 		$398 Hold
2
– – ﹤0.01% 685
2024
Q1 		$427 Sell
2
-1
-33% -$197 ﹤0.01% 655
2023
Q4 		$661 Buy
3
+2
+200% +$385 ﹤0.01% 409
2023
Q3 		$205 Buy
+1
New +$188 ﹤0.01% 634

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

True Wealth Design's AZPN Position: Q1 2025 in Review

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

True Wealth Design first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $1.25K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • True Wealth Design reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • True Wealth Design sold 5 Aspen Technology Inc shares in Q1 2025, an estimated $1.25K.
  • True Wealth Design first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
  • True Wealth Design'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 True Wealth Design's 13F filing for Q1 2025, filed 13 May 2025.