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 $5.7T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return