Valeo Financial Advisors’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-604
| Closed | -$212K | – | 833 |
|
|
2025
Q2 | $212K | Buy |
+604
| New | +$198K | 0.01% | 692 |
|
|
2023
Q1 | – | Sell |
-1,130
| Closed | -$273K | – | 640 |
|
|
2022
Q4 | $273K | Buy |
+1,130
| New | +$263K | 0.02% | 413 |
|
|
2021
Q2 | – | Sell |
-35
| Closed | -$12K | – | 584 |
|
|
2021
Q1 | $12K | Hold |
35
| – | – | ﹤0.01% | 1305 |
|
|
2020
Q4 | $13K | Hold |
35
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q3 | $11K | Sell |
35
-44
| -56% | -$13.8K | ﹤0.01% | 1054 |
|
|
2020
Q2 | $23K | Buy |
79
+18
| +30% | +$4.79K | ﹤0.01% | 1003 |
|
|
2020
Q1 | $15K | Buy |
61
+5
| +9% | +$1.29K | ﹤0.01% | 951 |
|
|
2019
Q4 | $14K | Sell |
56
-2
| -3% | -$473 | ﹤0.01% | 995 |
|
|
2019
Q3 | $13K | Hold |
58
| – | – | ﹤0.01% | 957 |
|
|
2019
Q2 | $12K | Hold |
58
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $11K | Hold |
58
| – | – | ﹤0.01% | 933 |
|
|
2018
Q4 | $8K | Buy |
58
+3
| +5% | +$466 | ﹤0.01% | 932 |
|
|
2018
Q3 | $8K | Buy |
55
+13
| +31% | +$2.33K | ﹤0.01% | 1019 |
|
|
2018
Q2 | $7K | Sell |
42
-2
| -5% | -$333 | ﹤0.01% | 1037 |
|
|
2018
Q1 | $7K | Buy |
44
+28
| +175% | +$4.48K | ﹤0.01% | 1013 |
|
|
2017
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1161 |
|
|
2017
Q3 | $2K | Buy |
+16
| New | +$2.01K | ﹤0.01% | 1000 |
|
Other funds holding ANSS
ALMGDA
BIG
SRC
IA
HNB