BSW Wealth Partners’s Ansys ANSS Stock Holding History

BSW Wealth 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
2024 Q3	–	Sell	-677	Closed	-$218K	–	308
2024 Q2	$218K	Sell	677 -34	-5%	-$11.1K	0.04%	268
2024 Q1	$247K	Buy	+711	New	+$241K	0.04%	246

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

BSW Wealth Partners's ANSS Position: Q3 2024 in Review

BSW Wealth Partners sold out of Ansys (ANSS) in Q3 2024, closing a stake of 677 shares — an estimated $218K sold.

BSW Wealth Partners first reported a position in ANSS in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q1 2024. 839 funds tracked by Wall St. Rank hold ANSS as of Q3 2024.

BSW Wealth Partners reported no remaining Ansys position as of Q3 2024 after selling out during the quarter.
BSW Wealth Partners sold 677 Ansys shares in Q3 2024, an estimated $218K.
BSW Wealth Partners first reported a position in Ansys in Q1 2024 and held it in 2 quarters.
BSW Wealth Partners's Ansys position peaked at $247K in Q1 2024.
839 funds tracked by Wall St. Rank held Ansys as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.