WTC
AZPN

WhitTier Trust Company’s Aspen Technology Inc AZPN Stock Holding History

WhitTier Trust Company’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
-546
Closed -$136K – 1466
2024
Q4 		$136K Sell
546
-2
-0.4% -$488 ﹤0.01% 556
2024
Q3 		$131K Buy
548
+361
+193% +$75.9K ﹤0.01% 553
2024
Q2 		$37.1K Buy
+187
New +$38.4K ﹤0.01% 771

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

WhitTier Trust Company's AZPN Position: Q1 2025 in Review

WhitTier Trust Company sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 546 shares — an estimated $136K sold.

WhitTier Trust Company first reported a position in AZPN in Q2 2024 and held it in 3 quarters. The position peaked at $136K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • WhitTier Trust Company reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 546 Aspen Technology Inc shares in Q1 2025, an estimated $136K.
  • WhitTier Trust Company first reported a position in Aspen Technology Inc in Q2 2024 and held it in 3 quarters.
  • WhitTier Trust Company's Aspen Technology Inc position peaked at $136K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.