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Liberty Wealth Management’s Ansys ANSS Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-76
Closed -$28K – 210
2021
Q3 		$28K Buy
76
+58
+322% +$21K 0.01% 558
2021
Q2 		$6K Sell
18
-2
-10% -$692 ﹤0.01% 745
2021
Q1 		$7K Hold
20
– – ﹤0.01% 647
2020
Q4 		$7K Buy
20
+10
+100% +$3.35K ﹤0.01% 640
2020
Q3 		$3K Buy
10
+5
+100% +$1.57K ﹤0.01% 689
2020
Q2 		$1K Sell
5
-8
-62% -$2.13K ﹤0.01% 763
2020
Q1 		$3K Buy
13
+8
+160% +$2.06K ﹤0.01% 659
2019
Q4 		$1K Hold
5
– – ﹤0.01% 801
2019
Q3 		$1K Hold
5
– – ﹤0.01% 769
2019
Q2 		$1K Hold
5
– – ﹤0.01% 795
2019
Q1 		$0 Buy
+5
New +$846 ﹤0.01% 726

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Liberty Wealth Management's ANSS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ansys (ANSS) in Q4 2021, closing a stake of 76 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in ANSS in Q1 2019 and held it in 11 quarters. The position peaked at $28K in Q3 2021. 795 funds tracked by Wall St. Rank hold ANSS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ansys position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 76 Ansys shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Ansys in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Ansys position peaked at $28K in Q3 2021.
  • 795 funds tracked by Wall St. Rank held Ansys as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.