EWA
ANSS

Evolution Wealth Advisors’s Ansys ANSS Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-12
Closed -$4K – 168
2021
Q3 		$4K Hold
12
– – ﹤0.01% 537
2021
Q2 		$4K Hold
12
– – ﹤0.01% 537
2021
Q1 		$4K Hold
12
– – ﹤0.01% 544
2020
Q4 		$4K Hold
12
– – ﹤0.01% 464
2020
Q3 		$4K Hold
12
– – ﹤0.01% 450
2020
Q2 		$4K Buy
+12
New +$3.19K ﹤0.01% 381
2020
Q1 		– Sell
-13
Closed -$3K – 325
2019
Q4 		$3K Buy
13
+1
+8% +$237 ﹤0.01% 483
2019
Q3 		$3K Hold
12
– – ﹤0.01% 342
2019
Q2 		$2K Buy
+12
New +$2.29K ﹤0.01% 381

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Evolution Wealth Advisors's ANSS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ansys (ANSS) in Q4 2021, closing a stake of 12 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in ANSS in Q2 2019 and held it in 9 quarters. The position peaked at $4K in Q3 2021. 795 funds tracked by Wall St. Rank hold ANSS as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Ansys position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 12 Ansys shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Ansys in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Ansys position peaked at $4K in Q3 2021.
  • 795 funds tracked by Wall St. Rank held Ansys as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.