CWM
ANSS

Copia Wealth Management’s Ansys ANSS Stock Holding History

Copia 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
2025
Q3 		– Sell
-8
Closed -$2.81K – 475
2025
Q2 		$2.81K Hold
8
– – ﹤0.01% 373
2025
Q1 		$2.53K Hold
8
– – ﹤0.01% 373
2024
Q4 		$2.7K Buy
+8
New +$2.68K ﹤0.01% 346

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Copia Wealth Management's ANSS Position: Q3 2025 in Review

Copia Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 8 shares — an estimated $2.81K sold.

Copia Wealth Management first reported a position in ANSS in Q4 2024 and held it in 3 quarters. The position peaked at $2.81K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Copia Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Copia Wealth Management sold 8 Ansys shares in Q3 2025, an estimated $2.81K.
  • Copia Wealth Management first reported a position in Ansys in Q4 2024 and held it in 3 quarters.
  • Copia Wealth Management's Ansys position peaked at $2.81K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on Copia Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.