Integrated Wealth Concepts
ANSS icon

Integrated Wealth Concepts’s Ansys ANSS Stock Holding History

Integrated Wealth Concepts’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
-603
Closed -$203K – 1744
2024
Q4 		$203K Buy
+603
New +$202K ﹤0.01% 1595
2022
Q1 		– Sell
-901
Closed -$361K – 942
2021
Q4 		$361K Buy
901
+37
+4% +$14.2K 0.01% 700
2021
Q3 		$294K Buy
864
+55
+7% +$19.9K 0.01% 747
2021
Q2 		$281K Buy
809
+37
+5% +$12.8K 0.01% 676
2021
Q1 		$262K Buy
772
+136
+21% +$48.3K 0.01% 618
2020
Q4 		$231K Sell
636
-5
-0.8% -$1.67K 0.01% 568
2020
Q3 		$210K Sell
641
-50
-7% -$15.7K 0.01% 535
2020
Q2 		$202K Buy
+691
New +$184K 0.01% 486

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's ANSS Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Ansys (ANSS) in Q1 2025, closing a stake of 603 shares — an estimated $203K sold.

Integrated Wealth Concepts first reported a position in ANSS in Q2 2020 and held it in 8 quarters. The position peaked at $361K in Q4 2021. 879 funds tracked by Wall St. Rank hold ANSS as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Ansys position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 603 Ansys shares in Q1 2025, an estimated $203K.
  • Integrated Wealth Concepts first reported a position in Ansys in Q2 2020 and held it in 8 quarters.
  • Integrated Wealth Concepts's Ansys position peaked at $361K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Ansys as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.