J.P. Morgan Private Wealth Advisors’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.16M | Sell |
7,270
-1,078
| -13% | -$321K | 0.01% | 711 |
|
|
2023
Q2 | $2.76M | Sell |
8,348
-10,596
| -56% | -$3.5M | 0.01% | 469 |
|
|
2023
Q1 | $6.3M | Sell |
18,944
-64
| -0.3% | -$21.3K | 0.01% | 535 |
|
|
2022
Q4 | $4.59M | Buy |
19,008
+357
| +2% | +$86.2K | 0.01% | 598 |
|
|
2022
Q3 | $4.14M | Sell |
18,651
-4,775
| -20% | -$1.06M | 0.01% | 610 |
|
|
2022
Q2 | $5.61M | Buy |
23,426
+142
| +0.6% | +$34K | 0.01% | 542 |
|
|
2022
Q1 | $7.4M | Buy |
23,284
+541
| +2% | +$172K | 0.02% | 519 |
|
|
2021
Q4 | $9.12M | Buy |
22,743
+1,251
| +6% | +$502K | 0.02% | 455 |
|
|
2021
Q3 | $7.32M | Buy |
21,492
+2,182
| +11% | +$743K | 0.02% | 499 |
|
|
2021
Q2 | $6.7M | Buy |
19,310
+6,869
| +55% | +$2.38M | 0.02% | 512 |
|
|
2021
Q1 | $4.22M | Sell |
12,441
-3,500
| -22% | -$1.19M | 0.01% | 554 |
|
|
2020
Q4 | $5.8M | Buy |
15,941
+3,486
| +28% | +$1.27M | 0.02% | 447 |
|
|
2020
Q3 | $4.08M | Buy |
12,455
+4,638
| +59% | +$1.52M | 0.02% | 478 |
|
|
2020
Q2 | $2.28M | Buy |
7,817
+1,554
| +25% | +$453K | 0.01% | 548 |
|
|
2020
Q1 | $1.46M | Buy |
6,263
+1,551
| +33% | +$361K | 0.01% | 605 |
|
|
2019
Q4 | $1.21M | Sell |
4,712
-119
| -2% | -$30.6K | 0.01% | 728 |
|
|
2019
Q3 | $1.07M | Buy |
4,831
+873
| +22% | +$193K | 0.01% | 730 |
|
|
2019
Q2 | $811K | Sell |
3,958
-49
| -1% | -$10K | ﹤0.01% | 814 |
|
|
2019
Q1 | $732K | Sell |
4,007
-30
| -0.7% | -$5.48K | ﹤0.01% | 884 |
|
|
2018
Q4 | $577K | Sell |
4,037
-1,578
| -28% | -$226K | ﹤0.01% | 917 |
|
|
2018
Q3 | $1.05M | Buy |
5,615
+1,107
| +25% | +$207K | 0.01% | 814 |
|
|
2018
Q2 | $786K | Buy |
4,508
+592
| +15% | +$103K | ﹤0.01% | 846 |
|
|
2018
Q1 | $614K | Sell |
3,916
-109
| -3% | -$17.1K | ﹤0.01% | 800 |
|
|
2017
Q4 | $594K | Buy |
4,025
+451
| +13% | +$66.6K | ﹤0.01% | 815 |
|
|
2017
Q3 | $438K | Buy |
3,574
+77
| +2% | +$9.44K | ﹤0.01% | 895 |
|
|
2017
Q2 | $425K | Buy |
3,497
+169
| +5% | +$20.5K | ﹤0.01% | 886 |
|
|
2017
Q1 | $355K | Buy |
3,328
+513
| +18% | +$54.7K | ﹤0.01% | 1003 |
|
|
2016
Q4 | $261K | Buy |
+2,815
| New | +$261K | ﹤0.01% | 1060 |
|
|
2016
Q3 | – | Sell |
-3,645
| Closed | -$331K | – | 1227 |
|
|
2016
Q2 | $331K | Buy |
+3,645
| New | +$331K | ﹤0.01% | 937 |
|