SVWAG
ANSS

Sound View Wealth Advisors Group’s Ansys ANSS Stock Holding History

Sound View Wealth Advisors Group’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
-597
Closed -$210K – 424
2025
Q2 		$210K Sell
597
-37
-6% -$12.1K 0.02% 402
2025
Q1 		$201K Hold
634
– – 0.02% 399
2024
Q4 		$214K Hold
634
– – 0.02% 391
2024
Q3 		$202K Buy
+634
New +$202K 0.02% 398
2024
Q2 		– Sell
-579
Closed -$201K – 359
2024
Q1 		$201K Sell
579
-14
-2% -$4.74K 0.02% 362
2023
Q4 		$215K Buy
+593
New +$176K 0.02% 361
2023
Q2 		– Sell
-614
Closed -$204K – 364
2023
Q1 		$204K Buy
614
+21
+4% +$5.92K 0.03% 351
2022
Q4 		$215K Buy
+593
New +$138K 0.02% 361
2022
Q1 		– Sell
-579
Closed -$232K – 288
2021
Q4 		$232K Buy
+579
New +$222K 0.04% 270
2021
Q3 		– Sell
-579
Closed -$201K – 285
2021
Q2 		$201K Buy
+579
New +$200K 0.04% 277
2021
Q1 		– Sell
-579
Closed -$211K – 270
2020
Q4 		$211K Buy
+579
New +$194K 0.05% 240

Other funds holding ANSS

DekaBank Deutsche Girozentrale
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
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