AWM
ANSS

AE Wealth Management’s Ansys ANSS Stock Holding History

AE 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
-591
Closed -$205K – 1233
2024
Q1 		$205K Sell
591
-2,268
-79% -$768K ﹤0.01% 1084
2023
Q4 		$950K Sell
2,859
-66
-2% -$19.5K ﹤0.01% 1175
2023
Q3 		$870K Buy
2,925
+85
+3% +$26.9K 0.01% 1155
2023
Q2 		$938K Sell
2,840
-129
-4% -$40.9K 0.01% 1113
2023
Q1 		$988K Buy
2,969
+172
+6% +$48.5K 0.01% 1050
2022
Q4 		$676K Sell
2,797
-291
-9% -$67.8K ﹤0.01% 1156
2022
Q3 		$685K Sell
3,088
-3
-0.1% -$767 0.01% 1092
2022
Q2 		$740K Buy
3,091
+624
+25% +$165K 0.01% 1001
2022
Q1 		$784K Sell
2,467
-587
-19% -$192K 0.01% 1015
2021
Q4 		$1.23M Buy
3,054
+43
+1% +$16.5K 0.01% 855
2021
Q3 		$1.02M Buy
3,011
+167
+6% +$60.3K 0.01% 859
2021
Q2 		$987K Buy
2,844
+419
+17% +$145K 0.01% 849
2021
Q1 		$823K Sell
2,425
-312
-11% -$111K 0.01% 840
2020
Q4 		$996K Sell
2,737
-134
-5% -$44.8K 0.01% 712
2020
Q3 		$939K Buy
2,871
+1,093
+61% +$342K 0.01% 654
2020
Q2 		$519K Buy
1,778
+51
+3% +$13.6K 0.01% 865
2020
Q1 		$401K Sell
1,727
-608
-26% -$157K 0.01% 757
2019
Q4 		$601K Buy
2,335
+715
+44% +$169K 0.01% 675
2019
Q3 		$359K Buy
+1,620
New +$341K 0.01% 715

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

AE Wealth Management sold out of Ansys (ANSS) in Q2 2024, closing a stake of 591 shares — an estimated $205K sold.

AE Wealth Management first reported a position in ANSS in Q3 2019 and held it in 19 quarters. The position peaked at $1.23M in Q4 2021. 857 funds tracked by Wall St. Rank hold ANSS as of Q2 2024.

  • AE Wealth Management reported no remaining Ansys position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 591 Ansys shares in Q2 2024, an estimated $205K.
  • AE Wealth Management first reported a position in Ansys in Q3 2019 and held it in 19 quarters.
  • AE Wealth Management's Ansys position peaked at $1.23M in Q4 2021.
  • 857 funds tracked by Wall St. Rank held Ansys as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.