BWM
ANSS

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return