Atria Wealth Solutions’s Ansys ANSS Stock Holding History

Atria Wealth Solutions’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 Q2	$254K	Sell	724 -751	-51%	-$246K	0.01%	1246
2025 Q1	$467K	Buy	1,475 +650	+79%	+$218K	0.01%	1234
2024 Q4	$278K	Sell	825 -7	-0.8%	-$2.35K	﹤0.01%	1601
2024 Q3	$265K	Sell	832 -1,103	-57%	-$351K	﹤0.01%	1593
2024 Q2	$622K	Sell	1,935 -1,414	-42%	-$463K	0.01%	1125
2024 Q1	$1.16M	Buy	3,349 +860	+35%	+$291K	0.01%	848
2023 Q4	$903K	Buy	2,489 +1,520	+157%	+$450K	0.01%	908
2023 Q3	$288K	Sell	969 -729	-43%	-$231K	﹤0.01%	1439
2023 Q2	$561K	Buy	1,698 +49	+3%	+$15.5K	0.01%	1101
2023 Q1	$549K	Buy	1,649 +686	+71%	+$193K	0.01%	1078
2022 Q4	$233K	Sell	963 -216	-18%	-$50.3K	﹤0.01%	1518
2022 Q3	$261K	Sell	1,179 -1,483	-56%	-$379K	﹤0.01%	1386
2022 Q2	$637K	Buy	2,662 +1,202	+82%	+$318K	0.01%	863
2022 Q1	$464K	Buy	+1,460	New	+$477K	0.01%	1106

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

Capital Research Global Investors

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

Fidelity International

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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