VWA
AZPN

Valued Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

Valued Wealth Advisors’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 – 680
2024
Q4 		$250 Hold
1
– – ﹤0.01% 600
2024
Q3 		$239 Hold
1
– – ﹤0.01% 587
2024
Q2 		$199 Hold
1
– – ﹤0.01% 561
2024
Q1 		$214 Buy
+1
New +$197 ﹤0.01% 549

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 $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Valued Wealth Advisors's AZPN Position: Q1 2025 in Review

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

Valued Wealth Advisors first reported a position in AZPN in Q1 2024 and held it in 4 quarters. The position peaked at $250 in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Valued Wealth Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 1 Aspen Technology Inc share in Q1 2025, an estimated $250.
  • Valued Wealth Advisors first reported a position in Aspen Technology Inc in Q1 2024 and held it in 4 quarters.
  • Valued Wealth Advisors'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 Valued Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.