SMFS
ANSS

Squar Milner Financial Services’s Ansys ANSS Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-963
Closed -$223K – 238
2020
Q1 		$223K Buy
963
+60
+7% +$15.5K 0.13% 150
2019
Q4 		$232K Buy
+903
New +$214K 0.12% 178
2019
Q3 		– Sell
-398
Closed -$82K – 244
2019
Q2 		$82K Sell
398
-20
-5% -$3.81K 0.06% 293
2019
Q1 		$76K Buy
418
+32
+8% +$5.41K 0.06% 282
2018
Q4 		$55K Buy
386
+13
+3% +$2.02K 0.05% 279
2018
Q3 		$70K Buy
373
+60
+19% +$10.7K 0.06% 268
2018
Q2 		$55K Buy
+313
New +$52.1K 0.05% 315

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's ANSS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ansys (ANSS) in Q2 2020, closing a stake of 963 shares — an estimated $223K sold.

Squar Milner Financial Services first reported a position in ANSS in Q2 2018 and held it in 7 quarters. The position peaked at $232K in Q4 2019. 681 funds tracked by Wall St. Rank hold ANSS as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Ansys position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 963 Ansys shares in Q2 2020, an estimated $223K.
  • Squar Milner Financial Services first reported a position in Ansys in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Ansys position peaked at $232K in Q4 2019.
  • 681 funds tracked by Wall St. Rank held Ansys as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.