BerganKDV Wealth Management’s Ansys ANSS Stock Holding History

BerganKDV 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
2023 Q2	$3.96K	Sell	12 -7	-37%	-$2.22K	﹤0.01%	628
2023 Q1	$6.32K	Hold	19	–	–	﹤0.01%	662
2022 Q4	$4.59K	Hold	19	–	–	﹤0.01%	684
2022 Q3	$4K	Sell	19 -8	-30%	-$2.04K	﹤0.01%	702
2022 Q2	$6K	Hold	27	–	–	﹤0.01%	659
2022 Q1	$9K	Sell	27 -9	-25%	-$2.94K	﹤0.01%	620
2021 Q4	$14K	Buy	36 +9	+33%	+$3.46K	﹤0.01%	594
2021 Q3	$9K	Hold	27	–	–	﹤0.01%	643
2021 Q2	$9K	Hold	27	–	–	﹤0.01%	620
2021 Q1	$9K	Hold	27	–	–	﹤0.01%	588
2020 Q4	$10K	Buy	27 +6	+29%	+$2.01K	﹤0.01%	566
2020 Q3	$7K	Hold	21	–	–	﹤0.01%	542
2020 Q2	$6K	Sell	21 -7	-25%	-$1.86K	﹤0.01%	601
2020 Q1	$7K	Buy	28 +2	+8%	+$516	﹤0.01%	525
2019 Q4	$7K	Buy	26 +14	+117%	+$3.31K	﹤0.01%	555
2019 Q3	$3K	Hold	12	–	–	﹤0.01%	597
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	654
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	651
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	603
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	572
2018 Q2	$2K	Buy	+12	New	+$2K	﹤0.01%	596

Other funds holding ANSS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BerganKDV Wealth Management's ANSS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Ansys (ANSS) stake by 37% in Q2 2023, selling an estimated $2.22K and leaving 12 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

BerganKDV Wealth Management first reported a position in ANSS in Q2 2018 and has held it in 21 quarters since. The position peaked at $14K in Q4 2021. 788 funds tracked by Wall St. Rank hold ANSS as of Q2 2023.

BerganKDV Wealth Management held 12 shares of Ansys worth $3.96K as of Q2 2023.
BerganKDV Wealth Management sold 7 Ansys shares in Q2 2023, an estimated $2.22K.
Ansys made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #628 holding.
BerganKDV Wealth Management first reported a position in Ansys in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Ansys position peaked at $14K in Q4 2021.
788 funds tracked by Wall St. Rank held Ansys as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.