VWM
AZPN

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

Venturi 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
-1,415
Closed -$353K – 1928
2024
Q4 		$353K Buy
1,415
+65
+5% +$15.9K 0.02% 409
2024
Q3 		$322K Buy
1,350
+518
+62% +$109K 0.02% 377
2024
Q2 		$165K Buy
832
+714
+605% +$147K 0.01% 435
2024
Q1 		$25.2K Hold
118
– – ﹤0.01% 671
2023
Q4 		$26K Hold
118
– – ﹤0.01% 634
2023
Q3 		$24.1K Hold
118
– – ﹤0.01% 578
2023
Q2 		$19.8K Buy
118
+31
+36% +$5.75K ﹤0.01% 550
2023
Q1 		$19.9K Buy
+87
New +$18K ﹤0.01% 596

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

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

Venturi Wealth Management sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,415 shares — an estimated $353K sold.

Venturi Wealth Management first reported a position in AZPN in Q1 2023 and held it in 8 quarters. The position peaked at $353K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,415 Aspen Technology Inc shares in Q1 2025, an estimated $353K.
  • Venturi Wealth Management first reported a position in Aspen Technology Inc in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Aspen Technology Inc position peaked at $353K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.