RPWA
ANSS

Regent Peak Wealth Advisors’s Ansys ANSS Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-191
Closed -$69K – 199
2020
Q4 		$69K Buy
+191
New +$63.9K 0.02% 259

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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's ANSS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ansys (ANSS) in Q1 2021, closing a stake of 191 shares — an estimated $69K sold.

Regent Peak Wealth Advisors first reported a position in ANSS in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 722 funds tracked by Wall St. Rank hold ANSS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ansys position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 191 Ansys shares in Q1 2021, an estimated $69K.
  • Regent Peak Wealth Advisors first reported a position in Ansys in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ansys position peaked at $69K in Q4 2020.
  • 722 funds tracked by Wall St. Rank held Ansys as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.