KWAG
ANSS

Kiely Wealth Advisory Group’s Ansys ANSS Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$9.23K Hold
27
– – 0.01% 203
2024
Q3 		$9.32K Hold
27
– – 0.01% 203
2024
Q2 		$8.33K Hold
27
– – ﹤0.01% 198
2024
Q1 		$8.92K Hold
27
– – 0.01% 177
2023
Q4 		$9.08K Buy
+27
New +$8K 0.01% 177

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kiely Wealth Advisory Group's ANSS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Ansys (ANSS) position steady in Q4 2024 at 27 shares worth $9.23K. The position accounts for 0.01% of the portfolio, ranked #203.

Kiely Wealth Advisory Group first reported a position in ANSS in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.32K in Q3 2024. 871 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

  • Kiely Wealth Advisory Group held 27 shares of Ansys worth $9.23K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Ansys share count unchanged in Q4 2024.
  • Ansys made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #203 holding.
  • Kiely Wealth Advisory Group first reported a position in Ansys in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Ansys position peaked at $9.32K in Q3 2024.
  • 871 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.