Summit Wealth Group’s Ansys ANSS Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-20	Closed	-$7K	–	53
2021 Q2	$7K	Hold	20	–	–	0.01%	112
2021 Q1	$7K	Buy	+20	New	+$7.1K	0.01%	108

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Summit Wealth Group's ANSS Position: Q3 2021 in Review

Summit Wealth Group sold out of Ansys (ANSS) in Q3 2021, closing a stake of 20 shares — an estimated $7K sold.

Summit Wealth Group first reported a position in ANSS in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 730 funds tracked by Wall St. Rank hold ANSS as of Q3 2021.

Summit Wealth Group reported no remaining Ansys position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 20 Ansys shares in Q3 2021, an estimated $7K.
Summit Wealth Group first reported a position in Ansys in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Ansys position peaked at $7K in Q2 2021.
730 funds tracked by Wall St. Rank held Ansys as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.