Baldwin Wealth Partners’s Ansys ANSS Stock Holding History

Baldwin Wealth Partners’s Portfolio ANSS Stock Details ANSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-447	Closed	-$142K	–	272
2024 Q3	$142K	Buy	447 +22	+5%	+$6.99K	0.01%	370
2024 Q2	$137K	Hold	425	–	–	0.01%	232
2024 Q1	$148K	Sell	425 -35	-8%	-$11.8K	0.01%	236
2023 Q4	$167K	Sell	460 -140	-23%	-$41.5K	0.01%	225
2023 Q3	$179K	Hold	600	–	–	0.02%	233
2023 Q2	$198K	Hold	600	–	–	0.02%	237
2023 Q1	$200K	Hold	600	–	–	0.02%	238
2022 Q4	$145K	Buy	+600	New	+$140K	0.01%	272

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Wealth Partners's ANSS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Ansys (ANSS) in Q4 2024, closing a stake of 447 shares — an estimated $142K sold.

Baldwin Wealth Partners first reported a position in ANSS in Q4 2022 and held it in 8 quarters. The position peaked at $200K in Q1 2023. 873 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

Baldwin Wealth Partners reported no remaining Ansys position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 447 Ansys shares in Q4 2024, an estimated $142K.
Baldwin Wealth Partners first reported a position in Ansys in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Ansys position peaked at $200K in Q1 2023.
873 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.