Truist Financial
AZPN

Truist Financial’s Aspen Technology Inc AZPN Stock Holding History

Truist Financial’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
-26,618
Closed -$6.64M – 2679
2024
Q4 		$6.64M Sell
26,618
-633
-2% -$154K 0.01% 710
2024
Q3 		$6.51M Sell
27,251
-2,668
-9% -$561K 0.01% 735
2024
Q2 		$5.94M Sell
29,919
-3,198
-10% -$657K 0.01% 792
2024
Q1 		$7.06M Buy
33,117
+1,490
+5% +$294K 0.01% 755
2023
Q4 		$6.96M Sell
31,627
-928
-3% -$179K 0.01% 741
2023
Q3 		$6.65M Buy
32,555
+448
+1% +$84.3K 0.01% 741
2023
Q2 		$5.38M Buy
32,107
+242
+0.8% +$44.9K 0.01% 812
2023
Q1 		$7.29M Buy
31,865
+11,021
+53% +$2.29M 0.01% 688
2022
Q4 		$4.28M Buy
20,844
+722
+4% +$168K 0.01% 866
2022
Q3 		$4.79M Buy
20,122
+1,160
+6% +$241K 0.01% 809
2022
Q2 		$3.48M Buy
+18,962
New +$3.37M 0.01% 946

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

Truist Financial's AZPN Position: Q1 2025 in Review

Truist Financial sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 26,618 shares — an estimated $6.64M sold.

Truist Financial first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $7.29M in Q1 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Truist Financial reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 26,618 Aspen Technology Inc shares in Q1 2025, an estimated $6.64M.
  • Truist Financial first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Truist Financial's Aspen Technology Inc position peaked at $7.29M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.