WCM
AZPN

WealthTrak Capital Management’s Aspen Technology Inc AZPN Stock Holding History

WealthTrak Capital 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
Closed -$250 – 1128
2024
Q4 		$250 Buy
+1
New +$244 ﹤0.01% 759

Other funds holding AZPN

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PS
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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

WealthTrak Capital Management's AZPN Position: Q1 2025 in Review

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

WealthTrak Capital Management first reported a position in AZPN in Q4 2024 and held it in 1 quarter. The position peaked at $250 in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 Aspen Technology Inc share in Q1 2025, an estimated $250.
  • WealthTrak Capital Management first reported a position in Aspen Technology Inc in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management'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 WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.