VWM
ANSS

Venturi Wealth Management’s Ansys ANSS Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-180
Closed -$60.7K – 630
2024
Q4 		$60.7K Buy
180
+4
+2% +$1.34K ﹤0.01% 964
2024
Q3 		$56.1K Sell
176
-9
-5% -$2.86K ﹤0.01% 727
2024
Q2 		$59.5K Buy
185
+96
+108% +$31.5K ﹤0.01% 620
2024
Q1 		$30.9K Sell
89
-43
-33% -$14.6K ﹤0.01% 619
2023
Q4 		$47.9K Sell
132
-7
-5% -$2.07K ﹤0.01% 493
2023
Q3 		$41.4K Hold
139
– – ﹤0.01% 503
2023
Q2 		$45.9K Buy
139
+30
+28% +$9.5K ﹤0.01% 438
2023
Q1 		$36.3K Buy
+109
New +$30.7K ﹤0.01% 509
2021
Q2 		– Sell
-978
Closed -$332K – 313
2021
Q1 		$332K Buy
978
+45
+5% +$16K 0.03% 252
2020
Q4 		$339K Sell
933
-182
-16% -$60.9K 0.04% 242
2020
Q3 		$365K Buy
+1,115
New +$349K 0.04% 219

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Venturi Wealth Management's ANSS Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ansys (ANSS) in Q1 2025, closing a stake of 180 shares — an estimated $60.7K sold.

Venturi Wealth Management first reported a position in ANSS in Q3 2020 and held it in 11 quarters. The position peaked at $365K in Q3 2020. 879 funds tracked by Wall St. Rank hold ANSS as of Q1 2025.

  • Venturi Wealth Management reported no remaining Ansys position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 180 Ansys shares in Q1 2025, an estimated $60.7K.
  • Venturi Wealth Management first reported a position in Ansys in Q3 2020 and held it in 11 quarters.
  • Venturi Wealth Management's Ansys position peaked at $365K in Q3 2020.
  • 879 funds tracked by Wall St. Rank held Ansys as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.