9258 Wealth Management’s Ansys ANSS Stock Holding History

9258 Wealth Management’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 Q2	–	Sell	-635	Closed	-$220K	–	343
2024 Q1	$220K	Sell	635 -98	-13%	-$33.2K	0.03%	314
2023 Q4	$266K	Hold	733	–	–	0.05%	267
2023 Q3	$218K	Hold	733	–	–	0.04%	290
2023 Q2	$242K	Buy	733 +9	+1%	+$2.85K	0.05%	283
2023 Q1	$241K	Buy	+724	New	+$204K	0.05%	280
2022 Q2	–	Sell	-670	Closed	-$213K	–	336
2022 Q1	$213K	Sell	670 -154	-19%	-$50.3K	0.05%	332
2021 Q4	$331K	Buy	824 +18	+2%	+$6.92K	0.08%	267
2021 Q3	$274K	Hold	806	–	–	0.07%	278
2021 Q2	$280K	Buy	806 +1	+0.1%	+$346	0.08%	278
2021 Q1	$273K	Buy	805 +134	+20%	+$47.6K	0.08%	264
2020 Q4	$244K	Buy	+671	New	+$225K	0.08%	262

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

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

9258 Wealth Management's ANSS Position: Q2 2024 in Review

9258 Wealth Management sold out of Ansys (ANSS) in Q2 2024, closing a stake of 635 shares — an estimated $220K sold.

9258 Wealth Management first reported a position in ANSS in Q4 2020 and held it in 11 quarters. The position peaked at $331K in Q4 2021. 857 funds tracked by Wall St. Rank hold ANSS as of Q2 2024.

9258 Wealth Management reported no remaining Ansys position as of Q2 2024 after selling out during the quarter.
9258 Wealth Management sold 635 Ansys shares in Q2 2024, an estimated $220K.
9258 Wealth Management first reported a position in Ansys in Q4 2020 and held it in 11 quarters.
9258 Wealth Management's Ansys position peaked at $331K in Q4 2021.
857 funds tracked by Wall St. Rank held Ansys as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.