EWM
ANSS

Executive Wealth Management’s Ansys ANSS Stock Holding History

Executive 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 		$2.38M Sell
7,056
-56
-0.8% -$18.8K 0.19% 112
2024
Q3 		$2.27M Buy
7,112
+1,221
+21% +$388K 0.18% 112
2024
Q2 		$1.89M Sell
5,891
-358
-6% -$117K 0.35% 51
2024
Q1 		$2.17M Buy
6,249
+457
+8% +$155K 0.19% 106
2023
Q4 		$2.1M Buy
5,792
+907
+19% +$269K 0.2% 98
2023
Q3 		$1.45M Buy
4,885
+32
+0.7% +$10.1K 0.15% 108
2023
Q2 		$1.6M Sell
4,853
-247
-5% -$78.3K 0.17% 100
2023
Q1 		$1.7M Sell
5,100
-1,064
-17% -$300K 0.19% 98
2022
Q4 		$1.49M Buy
6,164
+4,743
+334% +$1.1M 0.18% 95
2022
Q3 		$1.42K Sell
1,421
-3,689
-72% -$943K 0.2% 89
2022
Q2 		$1.22M Sell
5,110
-2,560
-33% -$677K 0.16% 89
2022
Q1 		$2.44M Sell
7,670
-2,813
-27% -$919K 0.26% 79
2021
Q4 		$4.21M Buy
10,483
+477
+5% +$183K 0.42% 71
2021
Q3 		$3.41M Buy
10,006
+847
+9% +$306K 0.38% 75
2021
Q2 		$3.18M Buy
9,159
+124
+1% +$42.9K 0.35% 79
2021
Q1 		$3.07M Buy
9,035
+1,726
+24% +$613K 0.36% 73
2020
Q4 		$2.66M Buy
7,309
+1,474
+25% +$493K 0.33% 72
2020
Q3 		$1.91M Buy
5,835
+462
+9% +$145K 0.26% 75
2020
Q2 		$1.57M Sell
5,373
-62
-1% -$16.5K 0.24% 67
2020
Q1 		$1.26M Sell
5,435
-1,017
-16% -$262K 0.22% 64
2019
Q4 		$1.66M Sell
6,452
-876
-12% -$207K 0.23% 67
2019
Q3 		$1.62M Sell
7,328
-865
-11% -$182K 0.25% 63
2019
Q2 		$1.68M Buy
8,193
+901
+12% +$172K 0.24% 74
2019
Q1 		$1.33M Buy
7,292
+3,467
+91% +$586K 0.24% 68
2018
Q4 		$547K Buy
+3,825
New +$594K 0.1% 103

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

Executive Wealth Management's ANSS Position: Q4 2024 in Review

Executive Wealth Management reduced its Ansys (ANSS) stake by 0.79% in Q4 2024, selling an estimated $18.8K and leaving 7,056 shares worth $2.38M. The position accounts for 0.19% of the portfolio, ranked #112.

Executive Wealth Management first reported a position in ANSS in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.21M in Q4 2021. 871 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

  • Executive Wealth Management held 7,056 shares of Ansys worth $2.38M as of Q4 2024.
  • Executive Wealth Management sold 56 Ansys shares in Q4 2024, an estimated $18.8K.
  • Ansys made up 0.19% of Executive Wealth Management's portfolio in Q4 2024, its #112 holding.
  • Executive Wealth Management first reported a position in Ansys in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's Ansys position peaked at $4.21M in Q4 2021.
  • 871 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

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