Avantax Planning Partners’s Ansys ANSS Stock Holding History

Avantax Planning 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
2018 Q2	–	Sell	-174	Closed	-$28K	–	305
2018 Q1	$28K	Buy	+174	New	+$27.8K	﹤0.01%	663

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's ANSS Position: Q2 2018 in Review

Avantax Planning Partners sold out of Ansys (ANSS) in Q2 2018, closing a stake of 174 shares — an estimated $28K sold.

Avantax Planning Partners first reported a position in ANSS in Q1 2018 and held it in 1 quarter. The position peaked at $28K in Q1 2018. 548 funds tracked by Wall St. Rank hold ANSS as of Q2 2018.

Avantax Planning Partners reported no remaining Ansys position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 174 Ansys shares in Q2 2018, an estimated $28K.
Avantax Planning Partners first reported a position in Ansys in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Ansys position peaked at $28K in Q1 2018.
548 funds tracked by Wall St. Rank held Ansys as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.