KPWS
ANSS

Kestra Private Wealth Services’s Ansys ANSS Stock Holding History

Kestra Private Wealth Services’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
2022
Q1 		– Sell
-554
Closed -$222K – 980
2021
Q4 		$222K Buy
+554
New +$213K 0.01% 869

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Kestra Private Wealth Services's ANSS Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of Ansys (ANSS) in Q1 2022, closing a stake of 554 shares — an estimated $222K sold.

Kestra Private Wealth Services first reported a position in ANSS in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 758 funds tracked by Wall St. Rank hold ANSS as of Q1 2022.

  • Kestra Private Wealth Services reported no remaining Ansys position as of Q1 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 554 Ansys shares in Q1 2022, an estimated $222K.
  • Kestra Private Wealth Services first reported a position in Ansys in Q4 2021 and held it in 1 quarter.
  • Kestra Private Wealth Services's Ansys position peaked at $222K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Ansys as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.