Question 1

Does Steward Partners Investment Advisory own AZPN stock?

Accepted Answer

As of its Q4 2024 13F, Steward Partners Investment Advisory held 696 shares of AZPN (Aspen Technology), worth $173,742.

Question 2

How many shares of AZPN does Steward Partners Investment Advisory own?

Accepted Answer

As of its Q4 2024 13F, Steward Partners Investment Advisory held 696 shares of AZPN (Aspen Technology).

Question 3

What is Steward Partners Investment Advisory's AZPN position worth?

Accepted Answer

As of its Q4 2024 13F, Steward Partners Investment Advisory's AZPN position was worth $173,742.

Question 4

When did Steward Partners Investment Advisory first buy AZPN?

Accepted Answer

Steward Partners Investment Advisory already held AZPN in its Q2 2022 13F, the earliest on record, and listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q1 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q4	Decreased	696	-2.9%	$173,742	0.0%	—	0
2024-Q3	Increased	717	+15.8%	$171,234	0.0%	—	26
2024-Q2	Decreased	619	-6.2%	$122,952	0.0%	—	0
2024-Q1	Decreased	660	-10.7%	$140,765	0.0%	—	0
2023-Q4	Increased	739	+60.0%	$162,691	0.0%	—	32
2023-Q3	Decreased	462	-9.1%	$94,368	0.0%	—	0
2023-Q2	Decreased	508	-81.3%	$85,146	0.0%	—	0
2023-Q1	Increased	2,713	+31.8%	$620,924	0.0%	—	31
2022-Q4	Increased	2,059	+899.5%	$422,919	0.0%	—	39
2022-Q3	Decreased	206	-5.5%	$49,000	0.0%	—	0
2022-Q2	New	218	-	$40,000	0.0%	—	28

AZPN12 quarters

AZPN
12 quarters