IFS
ANSS

Intelligent Financial Strategies’s Ansys ANSS Stock Holding History

Intelligent Financial Strategies’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
2023
Q4 		– Sell
-200
Closed -$59.5K – 80
2023
Q3 		$59.5K Hold
200
– – 0.04% 55
2023
Q2 		$66.1K Hold
200
– – 0.05% 55
2023
Q1 		$66.6K Hold
200
– – 0.05% 57
2022
Q4 		$48.3K Hold
200
– – 0.04% 64
2022
Q3 		$44K Hold
200
– – 0.05% 60
2022
Q2 		$48K Hold
200
– – 0.05% 61
2022
Q1 		$64K Hold
200
– – 0.06% 63
2021
Q4 		$80K Buy
+200
New +$76.8K 0.07% 60

Other funds holding ANSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intelligent Financial Strategies's ANSS Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of Ansys (ANSS) in Q4 2023, closing a stake of 200 shares — an estimated $59.5K sold.

Intelligent Financial Strategies first reported a position in ANSS in Q4 2021 and held it in 8 quarters. The position peaked at $80K in Q4 2021. 839 funds tracked by Wall St. Rank hold ANSS as of Q4 2023.

  • Intelligent Financial Strategies reported no remaining Ansys position as of Q4 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 200 Ansys shares in Q4 2023, an estimated $59.5K.
  • Intelligent Financial Strategies first reported a position in Ansys in Q4 2021 and held it in 8 quarters.
  • Intelligent Financial Strategies's Ansys position peaked at $80K in Q4 2021.
  • 839 funds tracked by Wall St. Rank held Ansys as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.