SWP
ANSS

Stratos Wealth Partners’s Ansys ANSS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-36
Closed -$7K – 926
2018
Q3 		$7K Buy
+36
New +$6.44K ﹤0.01% 2305
2018
Q2 		– Sell
-36
Closed -$6K – 1039
2018
Q1 		$6K Hold
36
– – ﹤0.01% 2526
2017
Q4 		$5K Buy
+36
New +$5.1K ﹤0.01% 2375

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Stratos Wealth Partners's ANSS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Ansys (ANSS) in Q4 2018, closing a stake of 36 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in ANSS in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 569 funds tracked by Wall St. Rank hold ANSS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Ansys position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 36 Ansys shares in Q4 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in Ansys in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Ansys position peaked at $7K in Q3 2018.
  • 569 funds tracked by Wall St. Rank held Ansys as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.