NFG
ANSS

Next Financial Group’s Ansys ANSS Stock Holding History

Next Financial 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
2021
Q4 		$982K Sell
2,449
-253
-9% -$97.2K 0.06% 323
2021
Q3 		$920K Buy
2,702
+70
+3% +$25.3K 0.07% 295
2021
Q2 		$914K Buy
2,632
+30
+1% +$10.4K 0.07% 282
2021
Q1 		$884K Buy
2,602
+99
+4% +$35.2K 0.08% 264
2020
Q4 		$911K Buy
2,503
+315
+14% +$105K 0.09% 236
2020
Q3 		$716K Buy
2,188
+105
+5% +$32.9K 0.08% 253
2020
Q2 		$608K Buy
2,083
+92
+5% +$24.5K 0.07% 264
2020
Q1 		$463K Sell
1,991
-123
-6% -$31.7K 0.06% 293
2019
Q4 		$544K Buy
2,114
+8
+0.4% +$1.89K 0.06% 347
2019
Q3 		$466K Buy
2,106
+706
+50% +$149K 0.05% 376
2019
Q2 		$287K Buy
1,400
+161
+13% +$30.7K 0.03% 536
2019
Q1 		$226K Buy
1,239
+1,206
+3,655% +$204K 0.06% 324
2018
Q4 		$5K Buy
33
+14
+74% +$2.17K ﹤0.01% 1533
2018
Q3 		$4K Buy
+19
New +$3.4K ﹤0.01% 1183
2017
Q4 		– Sell
-19
Closed -$2K – 321
2017
Q3 		$2K Hold
19
– – ﹤0.01% 1579
2017
Q2 		$2K Hold
19
– – ﹤0.01% 1713
2017
Q1 		$2K Hold
19
– – ﹤0.01% 1671
2016
Q4 		$2K Hold
19
– – ﹤0.01% 2139
2016
Q3 		$2K Hold
19
– – ﹤0.01% 2130
2016
Q2 		$1K Hold
19
– – ﹤0.01% 1640
2016
Q1 		$1K Hold
19
– – ﹤0.01% 1604
2015
Q4 		$1K Hold
19
– – ﹤0.01% 1657
2015
Q3 		$1K Hold
19
– – ﹤0.01% 1684
2015
Q2 		$1K Hold
19
– – ﹤0.01% 1744
2015
Q1 		$1K Hold
19
– – ﹤0.01% 1755
2014
Q4 		$2K Hold
19
– – ﹤0.01% 1702
2014
Q3 		$1K Sell
19
-160
-89% -$12.5K ﹤0.01% 2394
2014
Q2 		$14K Buy
+179
New +$13.4K 0.01% 694

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Next Financial Group's ANSS Position: Q4 2021 in Review

Next Financial Group reduced its Ansys (ANSS) stake by 9.4% in Q4 2021, selling an estimated $97.2K and leaving 2,449 shares worth $982K. The position accounts for 0.06% of the portfolio, ranked #323.

Next Financial Group first reported a position in ANSS in Q2 2014 and has held it in 28 quarters since. 793 funds tracked by Wall St. Rank hold ANSS as of Q4 2021.

  • Next Financial Group held 2,449 shares of Ansys worth $982K as of Q4 2021.
  • Next Financial Group sold 253 Ansys shares in Q4 2021, an estimated $97.2K.
  • Ansys made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #323 holding.
  • Next Financial Group first reported a position in Ansys in Q2 2014 and has held it in 28 quarters since.
  • 793 funds tracked by Wall St. Rank held Ansys as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.