WTA
AZPN

Washington Trust Advisors’s Aspen Technology Inc AZPN Stock Holding History

Washington Trust 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
-11
Closed -$2.77K – 672
2024
Q4 		$2.77K Sell
11
-6
-35% -$1.46K ﹤0.01% 602
2024
Q3 		$4.16K Hold
17
– – ﹤0.01% 594
2024
Q2 		$3.46K Hold
17
– – ﹤0.01% 599
2024
Q1 		$3.72K Hold
17
– – ﹤0.01% 601
2023
Q4 		$3.84K Hold
17
– – ﹤0.01% 599
2023
Q3 		$3.56K Buy
17
+1
+6% +$188 ﹤0.01% 589
2023
Q2 		$2.68K Buy
16
+1
+7% +$186 ﹤0.01% 613
2023
Q1 		$3.43K Buy
15
+1
+7% +$207 ﹤0.01% 672
2022
Q4 		$2.88K Buy
14
+1
+8% +$232 ﹤0.01% 692
2022
Q3 		$3K Hold
13
– – ﹤0.01% 831
2022
Q2 		$2K Buy
+13
New +$2.31K ﹤0.01% 900

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

Washington Trust Advisors's AZPN Position: Q1 2025 in Review

Washington Trust Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 11 shares — an estimated $2.77K sold.

Washington Trust Advisors first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $4.16K in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Washington Trust Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 11 Aspen Technology Inc shares in Q1 2025, an estimated $2.77K.
  • Washington Trust Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Washington Trust Advisors's Aspen Technology Inc position peaked at $4.16K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Washington Trust Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.