MWM
ANSS

Mission Wealth Management’s Ansys ANSS Stock Holding History

Mission 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
2024
Q4 		– Sell
-714
Closed -$227K – 663
2024
Q3 		$227K Sell
714
-12
-2% -$3.81K 0.01% 605
2024
Q2 		$233K Sell
726
-32
-4% -$10.5K 0.01% 581
2024
Q1 		$263K Buy
758
+41
+6% +$13.9K 0.01% 581
2023
Q4 		$260K Sell
717
-878
-55% -$260K 0.01% 502
2023
Q3 		$475K Sell
1,595
-93
-6% -$29.4K 0.02% 352
2023
Q2 		$558K Sell
1,688
-63
-4% -$20K 0.02% 323
2023
Q1 		$583K Buy
1,751
+5
+0.3% +$1.41K 0.02% 302
2022
Q4 		$422K Buy
1,746
+19
+1% +$4.42K 0.02% 353
2022
Q3 		$383K Buy
1,727
+13
+0.8% +$3.32K 0.02% 342
2022
Q2 		$410K Buy
1,714
+50
+3% +$13.2K 0.02% 340
2022
Q1 		$528K Buy
1,664
+173
+12% +$56.5K 0.02% 301
2021
Q4 		$598K Sell
1,491
-971
-39% -$373K 0.03% 276
2021
Q3 		$838K Buy
2,462
+5
+0.2% +$1.81K 0.04% 206
2021
Q2 		$853K Buy
+2,457
New +$850K 0.05% 190

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

Mission Wealth Management's ANSS Position: Q4 2024 in Review

Mission Wealth Management sold out of Ansys (ANSS) in Q4 2024, closing a stake of 714 shares — an estimated $227K sold.

Mission Wealth Management first reported a position in ANSS in Q2 2021 and held it in 14 quarters. The position peaked at $853K in Q2 2021. 871 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

  • Mission Wealth Management reported no remaining Ansys position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 714 Ansys shares in Q4 2024, an estimated $227K.
  • Mission Wealth Management first reported a position in Ansys in Q2 2021 and held it in 14 quarters.
  • Mission Wealth Management's Ansys position peaked at $853K in Q2 2021.
  • 871 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.