BWM
ANSS

Buckley Wealth Management’s Ansys ANSS Stock Holding History

Buckley 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
2021
Q2 		– Sell
-2,170
Closed -$737K – 130
2021
Q1 		$737K Buy
2,170
+55
+3% +$19.5K 0.27% 66
2020
Q4 		$769K Sell
2,115
-272
-11% -$91K 0.32% 58
2020
Q3 		$781K Sell
2,387
-1,047
-30% -$328K 0.35% 49
2020
Q2 		$1M Sell
3,434
-79
-2% -$21K 0.45% 42
2020
Q1 		$817K Buy
3,513
+107
+3% +$27.6K 0.44% 41
2019
Q4 		$877K Sell
3,406
-333
-9% -$78.8K 0.4% 40
2019
Q3 		$828K Sell
3,739
-36
-1% -$7.58K 0.41% 42
2019
Q2 		$773K Sell
3,775
-130
-3% -$24.8K 0.36% 50
2019
Q1 		$713K Sell
3,905
-45
-1% -$7.61K 0.34% 59
2018
Q4 		$565K Sell
3,950
-30
-0.8% -$4.66K 0.29% 68
2018
Q3 		$743K Sell
3,980
-380
-9% -$68K 0.32% 59
2018
Q2 		$759K Sell
4,360
-70
-2% -$11.7K 0.36% 54
2018
Q1 		$694K Buy
4,430
+15
+0.3% +$2.4K 0.34% 63
2017
Q4 		$652K Buy
+4,415
New +$625K 0.33% 72

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Buckley Wealth Management's ANSS Position: Q2 2021 in Review

Buckley Wealth Management sold out of Ansys (ANSS) in Q2 2021, closing a stake of 2,170 shares — an estimated $737K sold.

Buckley Wealth Management first reported a position in ANSS in Q4 2017 and held it in 14 quarters. The position peaked at $1M in Q2 2020. 747 funds tracked by Wall St. Rank hold ANSS as of Q2 2021.

  • Buckley Wealth Management reported no remaining Ansys position as of Q2 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 2,170 Ansys shares in Q2 2021, an estimated $737K.
  • Buckley Wealth Management first reported a position in Ansys in Q4 2017 and held it in 14 quarters.
  • Buckley Wealth Management's Ansys position peaked at $1M in Q2 2020.
  • 747 funds tracked by Wall St. Rank held Ansys as of Q2 2021.

Based on Buckley Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.