HWMA
ANSS

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

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Geode Capital Management
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Pictet Asset Management
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BAMCO Inc
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Norges Bank
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Fidelity International
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Millennium Management
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