CWP
ANSS

CFM Wealth Partners’s Ansys ANSS Stock Holding History

CFM 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
2021
Q4 		– Sell
-661
Closed -$225K – 180
2021
Q3 		$225K Hold
661
– – 0.06% 170
2021
Q2 		$229K Hold
661
– – 0.06% 157
2021
Q1 		$224K Sell
661
-53
-7% -$18.8K 0.07% 152
2020
Q4 		$260K Sell
714
-14
-2% -$4.69K 0.08% 132
2020
Q3 		$238K Hold
728
– – 0.09% 128
2020
Q2 		$212K Sell
728
-49
-6% -$13K 0.08% 139
2020
Q1 		$181K Sell
777
-45
-5% -$11.6K 0.08% 134
2019
Q4 		$219K Buy
+822
New +$194K 0.08% 140

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

CFM Wealth Partners's ANSS Position: Q4 2021 in Review

CFM Wealth Partners sold out of Ansys (ANSS) in Q4 2021, closing a stake of 661 shares — an estimated $225K sold.

CFM Wealth Partners first reported a position in ANSS in Q4 2019 and held it in 8 quarters. The position peaked at $260K in Q4 2020. 795 funds tracked by Wall St. Rank hold ANSS as of Q4 2021.

  • CFM Wealth Partners reported no remaining Ansys position as of Q4 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 661 Ansys shares in Q4 2021, an estimated $225K.
  • CFM Wealth Partners first reported a position in Ansys in Q4 2019 and held it in 8 quarters.
  • CFM Wealth Partners's Ansys position peaked at $260K in Q4 2020.
  • 795 funds tracked by Wall St. Rank held Ansys as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.