WT
AZPN

Whittier Trust’s Aspen Technology Inc AZPN Stock Holding History

Whittier Trust’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
-1,109
Closed -$277K – 1575
2024
Q4 		$277K Sell
1,109
-10
-0.9% -$2.44K ﹤0.01% 597
2024
Q3 		$267K Sell
1,119
-72
-6% -$15.1K ﹤0.01% 621
2024
Q2 		$237K Hold
1,191
– – ﹤0.01% 624
2024
Q1 		$254K Sell
1,191
-20
-2% -$3.94K ﹤0.01% 603
2023
Q4 		$267K Sell
1,211
-44
-4% -$8.47K ﹤0.01% 593
2023
Q3 		$256K Sell
1,255
-4
-0.3% -$753 ﹤0.01% 579
2023
Q2 		$211K Sell
1,259
-65
-5% -$12.1K ﹤0.01% 621
2023
Q1 		$303K Sell
1,324
-126
-9% -$26.1K 0.01% 571
2022
Q4 		$298K Sell
1,450
-610
-30% -$142K 0.01% 556
2022
Q3 		$491K Buy
2,060
+56
+3% +$11.6K 0.01% 456
2022
Q2 		$368K Buy
+2,004
New +$356K 0.01% 514

Other funds holding AZPN

DekaBank Deutsche Girozentrale
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
PS
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Whittier Trust's AZPN Position: Q1 2025 in Review

Whittier Trust sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 1,109 shares — an estimated $277K sold.

Whittier Trust first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $491K in Q3 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Whittier Trust reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 1,109 Aspen Technology Inc shares in Q1 2025, an estimated $277K.
  • Whittier Trust first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • Whittier Trust's Aspen Technology Inc position peaked at $491K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

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