TPWA
ANSS

TRUE Private Wealth Advisors’s Ansys ANSS Stock Holding History

TRUE Private 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
2019
Q3 		– Sell
-17
Closed -$3K – 235
2019
Q2 		$3K Buy
+17
New +$3.24K ﹤0.01% 677
2018
Q4 		– Sell
-117
Closed -$21.8K – 264
2018
Q3 		$21.8K Buy
+117
New +$20.9K ﹤0.01% 586

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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 $704M AUM 6.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

TRUE Private Wealth Advisors's ANSS Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Ansys (ANSS) in Q3 2019, closing a stake of 17 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in ANSS in Q3 2018 and held it in 2 quarters. The position peaked at $21.8K in Q3 2018. 602 funds tracked by Wall St. Rank hold ANSS as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining Ansys position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 17 Ansys shares in Q3 2019, an estimated $3K.
  • TRUE Private Wealth Advisors first reported a position in Ansys in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Ansys position peaked at $21.8K in Q3 2018.
  • 602 funds tracked by Wall St. Rank held Ansys as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.