SOA Wealth Advisors’s Ansys ANSS Stock Holding History

SOA 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
2025 Q3	–	Sell	-170	Closed	-$59.7K	–	895
2025 Q2	$59.7K	Buy	+170	New	+$55.7K	0.01%	336
2022 Q2	–	Sell	-1	Closed	–	–	808
2022 Q1	$0	Hold	1	–	–	﹤0.01%	894
2021 Q4	$0	Hold	1	–	–	﹤0.01%	869
2021 Q3	$0	Hold	1	–	–	﹤0.01%	888
2021 Q2	$0	Sell	1 -5	-83%	-$1.73K	﹤0.01%	859
2021 Q1	$2K	Buy	+6	New	+$2.13K	﹤0.01%	702

Other funds holding ANSS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

ALMGDA

AG2R La Mondiale Gestion d'Actifs Paris, France $2.2B AUM 26.68% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SOA Wealth Advisors's ANSS Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Ansys (ANSS) in Q3 2025, closing a stake of 170 shares — an estimated $59.7K sold.

SOA Wealth Advisors first reported a position in ANSS in Q1 2021 and held it in 6 quarters. The position peaked at $59.7K in Q2 2025. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

SOA Wealth Advisors reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 170 Ansys shares in Q3 2025, an estimated $59.7K.
SOA Wealth Advisors first reported a position in Ansys in Q1 2021 and held it in 6 quarters.
SOA Wealth Advisors's Ansys position peaked at $59.7K in Q2 2025.
7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.