Heritage Wealth Management (Arizona)’s Ansys ANSS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	–	Sell	-771	Closed	-$268K	–	170
2024 Q1	$268K	Sell	771 -632	-45%	-$214K	0.14%	138
2023 Q4	$509K	Buy	+1,403	New	+$416K	0.28%	80
2022 Q4	$1.31M	Buy	5,404 +3,661	+210%	+$853K	0.19%	87
2022 Q3	$386K	Buy	1,743 +47	+3%	+$12K	0.12%	121
2022 Q2	$406K	Buy	1,696 +128	+8%	+$33.9K	0.14%	114
2022 Q1	$498K	Buy	+1,568	New	+$512K	0.13%	112
2021 Q3	$435K	Buy	1,278 +17	+1%	+$6.14K	0.15%	106
2021 Q2	$438K	Buy	1,261 +327	+35%	+$113K	0.17%	101
2021 Q1	$317K	Buy	+934	New	+$332K	0.18%	99

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ANSS Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Ansys (ANSS) in Q2 2024, closing a stake of 771 shares — an estimated $268K sold.

Heritage Wealth Management (Arizona) first reported a position in ANSS in Q1 2021 and held it in 9 quarters. The position peaked at $1.31M in Q4 2022. 859 funds tracked by Wall St. Rank hold ANSS as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining Ansys position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 771 Ansys shares in Q2 2024, an estimated $268K.
Heritage Wealth Management (Arizona) first reported a position in Ansys in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s Ansys position peaked at $1.31M in Q4 2022.
859 funds tracked by Wall St. Rank held Ansys as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.