Regal Investment Advisors’s Ansys ANSS Stock Holding History

Regal Investment 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 Q3	–	Sell	-1,301	Closed	-$418K	–	504
2024 Q2	$418K	Buy	1,301 +397	+44%	+$130K	0.03%	385
2024 Q1	$314K	Buy	+904	New	+$306K	0.02%	451
2022 Q1	–	Sell	-2,413	Closed	-$968K	–	530
2021 Q4	$968K	Sell	2,413 -444	-16%	-$171K	0.09%	247
2021 Q3	$973K	Sell	2,857 -98	-3%	-$35.4K	0.09%	238
2021 Q2	$1.03M	Buy	+2,955	New	+$1.02M	0.1%	210
2021 Q1	–	Sell	-1,640	Closed	-$597K	–	46
2020 Q4	$597K	Buy	+1,640	New	+$549K	0.07%	257
2015 Q4	–	Sell	-500	Closed	-$44K	–	293
2015 Q3	$44K	Hold	500	–	–	0.01%	447
2015 Q2	$45K	Hold	500	–	–	0.01%	435
2015 Q1	$44K	Hold	500	–	–	0.01%	443
2014 Q4	$41K	Hold	500	–	–	0.01%	420
2014 Q3	$38K	Hold	500	–	–	0.01%	448
2014 Q2	$38K	Hold	500	–	–	0.01%	424
2014 Q1	$39K	Hold	500	–	–	0.02%	382
2013 Q4	$44K	Buy	+500	New	+$42.9K	0.03%	304

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's ANSS Position: Q3 2024 in Review

Regal Investment Advisors sold out of Ansys (ANSS) in Q3 2024, closing a stake of 1,301 shares — an estimated $418K sold.

Regal Investment Advisors first reported a position in ANSS in Q4 2013 and held it in 14 quarters. The position peaked at $1.03M in Q2 2021. 839 funds tracked by Wall St. Rank hold ANSS as of Q3 2024.

Regal Investment Advisors reported no remaining Ansys position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 1,301 Ansys shares in Q3 2024, an estimated $418K.
Regal Investment Advisors first reported a position in Ansys in Q4 2013 and held it in 14 quarters.
Regal Investment Advisors's Ansys position peaked at $1.03M in Q2 2021.
839 funds tracked by Wall St. Rank held Ansys as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.