WIA
AZPN

Wetzel Investment Advisors’s Aspen Technology Inc AZPN Stock Holding History

Wetzel Investment 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
2024
Q1 		– Sell
-67
Closed -$15K – 1098
2023
Q4 		$15K Buy
+67
New +$12.9K 0.01% 437

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Wetzel Investment Advisors's AZPN Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2024, closing a stake of 67 shares — an estimated $15K sold.

Wetzel Investment Advisors first reported a position in AZPN in Q4 2023 and held it in 1 quarter. The position peaked at $15K in Q4 2023. 390 funds tracked by Wall St. Rank hold AZPN as of Q1 2024.

  • Wetzel Investment Advisors reported no remaining Aspen Technology Inc position as of Q1 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 67 Aspen Technology Inc shares in Q1 2024, an estimated $15K.
  • Wetzel Investment Advisors first reported a position in Aspen Technology Inc in Q4 2023 and held it in 1 quarter.
  • Wetzel Investment Advisors's Aspen Technology Inc position peaked at $15K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.