SFG
ANSS

StrategIQ Financial Group’s Ansys ANSS Stock Holding History

StrategIQ Financial 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
2023
Q4 		$203K Buy
+560
New +$166K 0.02% 310
2022
Q1 		– Sell
-560
Closed -$225K – 295
2021
Q4 		$225K Buy
+560
New +$215K 0.02% 273
2021
Q1 		– Sell
-560
Closed -$204K – 210
2020
Q4 		$204K Buy
+560
New +$187K 0.05% 197

Other funds holding ANSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

StrategIQ Financial Group's ANSS Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in Ansys (ANSS) in Q4 2023: 560 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: StrategIQ Financial Group previously reported a position in ANSS as recently as Q4 2021.

StrategIQ Financial Group first reported a position in ANSS in Q4 2020 and has held it in 3 quarters since. The position peaked at $225K in Q4 2021. 838 funds tracked by Wall St. Rank hold ANSS as of Q4 2023.

  • StrategIQ Financial Group held 560 shares of Ansys worth $203K as of Q4 2023.
  • Ansys was a new StrategIQ Financial Group position in Q4 2023.
  • Ansys made up 0.02% of StrategIQ Financial Group's portfolio in Q4 2023, its #310 holding.
  • StrategIQ Financial Group first reported a position in Ansys in Q4 2020 and has held it in 3 quarters since.
  • StrategIQ Financial Group's Ansys position peaked at $225K in Q4 2021.
  • 838 funds tracked by Wall St. Rank held Ansys as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.