Wealth Alliance’s Aspen Technology Inc AZPN Stock Holding History

Wealth Alliance’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	-1,112	Closed	-$278K	–	552
2024 Q4	$278K	Buy	1,112 +24	+2%	+$5.86K	0.03%	406
2024 Q3	$260K	Buy	1,088 +39	+4%	+$8.2K	0.03%	435
2024 Q2	$208K	Sell	1,049 -17	-2%	-$3.49K	0.03%	481
2024 Q1	$227K	Buy	1,066 +4	+0.4%	+$789	0.03%	463
2023 Q4	$234K	Buy	1,062 +3	+0.3%	+$577	0.03%	448
2023 Q3	$216K	Buy	+1,059	New	+$199K	0.03%	442
2023 Q2	–	Sell	-1,131	Closed	-$259K	–	537
2023 Q1	$259K	Buy	+1,131	New	+$235K	0.04%	406

Other funds holding AZPN

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Alliance's AZPN Position: Q1 2025 in Review

Wealth Alliance sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,112 shares — an estimated $278K sold.

Wealth Alliance first reported a position in AZPN in Q1 2023 and held it in 7 quarters. The position peaked at $278K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

Wealth Alliance reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
Wealth Alliance sold 1,112 Aspen Technology Inc shares in Q1 2025, an estimated $278K.
Wealth Alliance first reported a position in Aspen Technology Inc in Q1 2023 and held it in 7 quarters.
Wealth Alliance's Aspen Technology Inc position peaked at $278K in Q4 2024.
6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.