LWM
ANSS

Lyell Wealth Management’s Ansys ANSS Stock Holding History

Lyell 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
2025
Q3 		– Sell
-575
Closed -$202K – 213
2025
Q2 		$202K Buy
+575
New +$188K 0.02% 214
2024
Q4 		– Sell
-629
Closed -$200K – 202
2024
Q3 		$200K Hold
629
– – 0.02% 204
2024
Q2 		$202K Buy
+629
New +$206K 0.02% 196
2024
Q1 		– Sell
-575
Closed -$209K – 198
2023
Q4 		$209K Buy
+575
New +$170K 0.02% 187

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.2B AUM 26.68% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return