Concord Wealth Partners’s Ansys ANSS Stock Holding History

Concord 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
2025 Q1	–	Sell	-1	Closed	-$337	–	825
2024 Q4	$337	Hold	1	–	–	﹤0.01%	881
2024 Q3	$319	Buy	+1	New	+$318	﹤0.01%	916
2022 Q3	–	Sell	-45	Closed	-$11K	–	202
2022 Q2	$11K	Sell	45 -509	-92%	-$135K	﹤0.01%	664
2022 Q1	$176K	Buy	554 +9	+2%	+$2.94K	0.05%	195
2021 Q4	$219K	Buy	545 +422	+343%	+$162K	0.05%	173
2021 Q3	$42K	Sell	123 -350	-74%	-$126K	0.02%	245
2021 Q2	$164K	Buy	473 +15	+3%	+$5.19K	0.05%	160
2021 Q1	$156K	Buy	458 +453	+9,060%	+$161K	0.05%	154
2020 Q4	$2K	Buy	+5	New	+$1.67K	﹤0.01%	515

Other funds holding ANSS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concord Wealth Partners's ANSS Position: Q1 2025 in Review

Concord Wealth Partners sold out of Ansys (ANSS) in Q1 2025, closing a stake of 1 share — an estimated $337 sold.

Concord Wealth Partners first reported a position in ANSS in Q4 2020 and held it in 9 quarters. The position peaked at $219K in Q4 2021. 877 funds tracked by Wall St. Rank hold ANSS as of Q1 2025.

Concord Wealth Partners reported no remaining Ansys position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 1 Ansys share in Q1 2025, an estimated $337.
Concord Wealth Partners first reported a position in Ansys in Q4 2020 and held it in 9 quarters.
Concord Wealth Partners's Ansys position peaked at $219K in Q4 2021.
877 funds tracked by Wall St. Rank held Ansys as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.