CSWM
ANSS

Cassady Schiller Wealth Management’s Ansys ANSS Stock Holding History

Cassady Schiller 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
Q4 		$2.02K Buy
+6
New +$2.01K ﹤0.01% 571
2022
Q1 		– Sell
-3
Closed -$1K – 137
2021
Q4 		$1K Buy
+3
New +$1.15K ﹤0.01% 424

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Cassady Schiller Wealth Management's ANSS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Ansys (ANSS) in Q4 2024: 6 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ANSS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ANSS in Q4 2021 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Ansys worth $2.02K as of Q4 2024.
  • Ansys was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Ansys made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #571 holding.
  • Cassady Schiller Wealth Management first reported a position in Ansys in Q4 2021 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.