Axxcess Wealth Management’s Ansys ANSS Stock Holding History

Axxcess 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 Q1	–	Sell	-925	Closed	-$336K	–	871
2023 Q4	$336K	Sell	925 -8	-0.9%	-$2.37K	0.01%	617
2023 Q3	$278K	Sell	933 -538	-37%	-$170K	0.01%	622
2023 Q2	$486K	Sell	1,471 -172	-10%	-$54.5K	0.04%	354
2023 Q1	$547K	Buy	1,643 +760	+86%	+$214K	0.04%	358
2022 Q4	$213K	Buy	+883	New	+$206K	0.02%	544
2022 Q2	–	Sell	-676	Closed	-$215K	–	541
2022 Q1	$215K	Sell	676 -199	-23%	-$65K	0.02%	564
2021 Q4	$351K	Buy	+875	New	+$336K	0.03%	442

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's ANSS Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Ansys (ANSS) in Q1 2024, closing a stake of 925 shares — an estimated $336K sold.

Axxcess Wealth Management first reported a position in ANSS in Q4 2021 and held it in 7 quarters. The position peaked at $547K in Q1 2023. 844 funds tracked by Wall St. Rank hold ANSS as of Q1 2024.

Axxcess Wealth Management reported no remaining Ansys position as of Q1 2024 after selling out during the quarter.
Axxcess Wealth Management sold 925 Ansys shares in Q1 2024, an estimated $336K.
Axxcess Wealth Management first reported a position in Ansys in Q4 2021 and held it in 7 quarters.
Axxcess Wealth Management's Ansys position peaked at $547K in Q1 2023.
844 funds tracked by Wall St. Rank held Ansys as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.