OWA
ANSS

Outlook Wealth Advisors’s Ansys ANSS Stock Holding History

Outlook Wealth 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
2020
Q4 		– Sell
-2,093
Closed -$685K – 183
2020
Q3 		$685K Buy
2,093
+46
+2% +$14.4K 0.27% 81
2020
Q2 		$597K Buy
2,047
+95
+5% +$25.3K 0.25% 84
2020
Q1 		$454K Buy
1,952
+74
+4% +$19.1K 0.26% 83
2019
Q4 		$483K Buy
1,878
+345
+23% +$81.6K 0.27% 65
2019
Q3 		$339K Buy
+1,533
New +$323K 0.2% 116

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Outlook Wealth Advisors's ANSS Position: Q4 2020 in Review

Outlook Wealth Advisors sold out of Ansys (ANSS) in Q4 2020, closing a stake of 2,093 shares — an estimated $685K sold.

Outlook Wealth Advisors first reported a position in ANSS in Q3 2019 and held it in 5 quarters. The position peaked at $685K in Q3 2020. 751 funds tracked by Wall St. Rank hold ANSS as of Q4 2020.

  • Outlook Wealth Advisors reported no remaining Ansys position as of Q4 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,093 Ansys shares in Q4 2020, an estimated $685K.
  • Outlook Wealth Advisors first reported a position in Ansys in Q3 2019 and held it in 5 quarters.
  • Outlook Wealth Advisors's Ansys position peaked at $685K in Q3 2020.
  • 751 funds tracked by Wall St. Rank held Ansys as of Q4 2020.

Based on Outlook Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.