LA
ANSS

LVW Advisors’s Ansys ANSS Stock Holding History

LVW Advisors’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
Q2 		– Sell
-1,072
Closed -$372K – 295
2024
Q1 		$372K Sell
1,072
-1,059
-50% -$358K 0.06% 203
2023
Q4 		$773K Sell
2,131
-59
-3% -$17.5K 0.14% 107
2023
Q3 		$652K Sell
2,190
-168
-7% -$53.2K 0.13% 100
2023
Q2 		$779K Sell
2,358
-26
-1% -$8.24K 0.15% 97
2023
Q1 		$793K Sell
2,384
-84
-3% -$23.7K 0.16% 97
2022
Q4 		$596K Buy
2,468
+1,000
+68% +$233K 0.12% 129
2022
Q3 		$325K Buy
1,468
+32
+2% +$8.18K 0.07% 167
2022
Q2 		$344K Buy
1,436
+73
+5% +$19.3K 0.07% 175
2022
Q1 		$433K Sell
1,363
-98
-7% -$32K 0.07% 161
2021
Q4 		$586K Sell
1,461
-5
-0.3% -$1.92K 0.1% 136
2021
Q3 		$499K Buy
1,466
+21
+1% +$7.59K 0.09% 157
2021
Q2 		$502K Sell
1,445
-59
-4% -$20.4K 0.09% 143
2021
Q1 		$511K Buy
1,504
+467
+45% +$166K 0.1% 145
2020
Q4 		$377K Buy
1,037
+37
+4% +$12.4K 0.08% 144
2020
Q3 		$327K Sell
1,000
-261
-21% -$81.8K 0.07% 144
2020
Q2 		$368K Buy
+1,261
New +$336K 0.09% 118

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LVW Advisors's ANSS Position: Q2 2024 in Review

LVW Advisors sold out of Ansys (ANSS) in Q2 2024, closing a stake of 1,072 shares — an estimated $372K sold.

LVW Advisors first reported a position in ANSS in Q2 2020 and held it in 16 quarters. The position peaked at $793K in Q1 2023. 857 funds tracked by Wall St. Rank hold ANSS as of Q2 2024.

  • LVW Advisors reported no remaining Ansys position as of Q2 2024 after selling out during the quarter.
  • LVW Advisors sold 1,072 Ansys shares in Q2 2024, an estimated $372K.
  • LVW Advisors first reported a position in Ansys in Q2 2020 and held it in 16 quarters.
  • LVW Advisors's Ansys position peaked at $793K in Q1 2023.
  • 857 funds tracked by Wall St. Rank held Ansys as of Q2 2024.

Based on LVW Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.