Sutton Wealth Advisors’s Ansys ANSS Stock Holding History

Sutton Wealth Advisors’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 Q3	$2.98K	Buy	+10	New	+$3.17K	﹤0.01%	661
2023 Q1	–	Sell	-3	Closed	-$725	–	848
2022 Q4	$725	Sell	3 -26	-90%	-$6.06K	﹤0.01%	1415
2022 Q3	$6.43K	Sell	29 -4	-12%	-$1.02K	﹤0.01%	1016
2022 Q2	$7.9K	Buy	33 +29	+725%	+$7.67K	﹤0.01%	972
2022 Q1	$1.27K	Sell	4 -5	-56%	-$1.63K	﹤0.01%	1281
2021 Q4	$3.61K	Buy	9 +5	+125%	+$1.92K	﹤0.01%	1114
2021 Q3	$1.36K	Buy	4 +1	+33%	+$361	﹤0.01%	1217
2021 Q2	$1.04K	Hold	3	–	–	﹤0.01%	1228
2021 Q1	$1.02K	Sell	3 -3	-50%	-$1.07K	﹤0.01%	1201
2020 Q4	$2.18K	Buy	6 +3	+100%	+$1K	﹤0.01%	1100
2020 Q3	$982	Hold	3	–	–	﹤0.01%	1142
2020 Q2	$875	Buy	+3	New	+$799	﹤0.01%	1137

Other funds holding ANSS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Sutton Wealth Advisors's ANSS Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Ansys (ANSS) in Q3 2023: 10 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in ANSS as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in ANSS in Q2 2020 and has held it in 12 quarters since. The position peaked at $7.9K in Q2 2022. 775 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

Sutton Wealth Advisors held 10 shares of Ansys worth $2.98K as of Q3 2023.
Ansys was a new Sutton Wealth Advisors position in Q3 2023.
Ansys made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #661 holding.
Sutton Wealth Advisors first reported a position in Ansys in Q2 2020 and has held it in 12 quarters since.
Sutton Wealth Advisors's Ansys position peaked at $7.9K in Q2 2022.
775 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.