Selective Wealth Management’s Ansys ANSS Stock Holding History

Selective 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
2022 Q4	–	Sell	-28	Closed	-$6K	–	155
2022 Q3	$6K	Hold	28	–	–	﹤0.01%	567
2022 Q2	$7K	Sell	28 -7	-20%	-$1.85K	﹤0.01%	593
2022 Q1	$11K	Hold	35	–	–	﹤0.01%	523
2021 Q4	$14K	Hold	35	–	–	0.01%	446
2021 Q3	$12K	Hold	35	–	–	0.01%	408
2021 Q2	$12K	Buy	35 +7	+25%	+$2.42K	0.01%	316
2021 Q1	$10K	Hold	28	–	–	0.01%	249
2020 Q4	$10K	Hold	28	–	–	0.01%	241
2020 Q3	$9K	Hold	28	–	–	0.01%	206
2020 Q2	$8K	Hold	28	–	–	0.01%	252
2020 Q1	$7K	Hold	28	–	–	0.01%	173
2019 Q4	$7K	Hold	28	–	–	0.01%	182
2019 Q3	$6K	Buy	+28	New	+$5.9K	0.01%	200

Other funds holding ANSS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Selective Wealth Management's ANSS Position: Q4 2022 in Review

Selective Wealth Management sold out of Ansys (ANSS) in Q4 2022, closing a stake of 28 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in ANSS in Q3 2019 and held it in 13 quarters. The position peaked at $14K in Q4 2021. 757 funds tracked by Wall St. Rank hold ANSS as of Q4 2022.

Selective Wealth Management reported no remaining Ansys position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 28 Ansys shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in Ansys in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Ansys position peaked at $14K in Q4 2021.
757 funds tracked by Wall St. Rank held Ansys as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.