SFS
ANSS

Sowell Financial Services’s Ansys ANSS Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-109
Closed -$36K – 619
2021
Q1 		$36K Buy
109
+3
+3% +$1.07K ﹤0.01% 1790
2020
Q4 		$39K Buy
106
+57
+116% +$19.1K ﹤0.01% 1488
2020
Q3 		$16K Buy
49
+12
+32% +$3.76K ﹤0.01% 1648
2020
Q2 		$11K Sell
37
-13
-26% -$3.46K ﹤0.01% 1648
2020
Q1 		$12K Sell
50
-6
-11% -$1.55K ﹤0.01% 1546
2019
Q4 		$14K Sell
56
-52
-48% -$12.3K ﹤0.01% 1556
2019
Q3 		$24K Buy
+108
New +$22.7K ﹤0.01% 1213

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Sowell Financial Services's ANSS Position: Q2 2021 in Review

Sowell Financial Services sold out of Ansys (ANSS) in Q2 2021, closing a stake of 109 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in ANSS in Q3 2019 and held it in 7 quarters. The position peaked at $39K in Q4 2020. 749 funds tracked by Wall St. Rank hold ANSS as of Q2 2021.

  • Sowell Financial Services reported no remaining Ansys position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 109 Ansys shares in Q2 2021, an estimated $36K.
  • Sowell Financial Services first reported a position in Ansys in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Ansys position peaked at $39K in Q4 2020.
  • 749 funds tracked by Wall St. Rank held Ansys as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.