WSFS
AZPN

Wilmington Savings Fund Society’s Aspen Technology Inc AZPN Stock Holding History

Wilmington Savings Fund Society’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
-172
Closed -$42.9K – 2157
2024
Q4 		$42.9K Hold
172
– – ﹤0.01% 1287
2024
Q3 		$41.1K Buy
+172
New +$36.2K ﹤0.01% 1265

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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

Wilmington Savings Fund Society's AZPN Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 172 shares — an estimated $42.9K sold.

Wilmington Savings Fund Society first reported a position in AZPN in Q3 2024 and held it in 2 quarters. The position peaked at $42.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 172 Aspen Technology Inc shares in Q1 2025, an estimated $42.9K.
  • Wilmington Savings Fund Society first reported a position in Aspen Technology Inc in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Aspen Technology Inc position peaked at $42.9K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.