Wealth Enhancement Advisory Services
AZPN

Wealth Enhancement Advisory Services’s Aspen Technology Inc AZPN Stock Holding History

Wealth Enhancement Advisory Services’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
-1,519
Closed -$379K – 3202
2024
Q4 		$379K Buy
1,519
+207
+16% +$50.5K ﹤0.01% 2193
2024
Q3 		$313K Buy
1,312
+133
+11% +$28K ﹤0.01% 2146
2024
Q2 		$234K Buy
1,179
+22
+2% +$4.52K ﹤0.01% 2173
2024
Q1 		$247K Hold
1,157
– – ﹤0.01% 2043
2023
Q4 		$255K Sell
1,157
-21
-2% -$4.04K ﹤0.01% 1934
2023
Q3 		$241K Buy
+1,178
New +$222K ﹤0.01% 1877

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

Wealth Enhancement Advisory Services's AZPN Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,519 shares — an estimated $379K sold.

Wealth Enhancement Advisory Services first reported a position in AZPN in Q3 2023 and held it in 6 quarters. The position peaked at $379K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,519 Aspen Technology Inc shares in Q1 2025, an estimated $379K.
  • Wealth Enhancement Advisory Services first reported a position in Aspen Technology Inc in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Aspen Technology Inc position peaked at $379K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.