WLPWM
ANSS

Walled Lake Planning & Wealth Management’s Ansys ANSS Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-19
Closed -$6K – 116
2021
Q3 		$6K Hold
19
– – ﹤0.01% 279
2021
Q2 		$7K Hold
19
– – ﹤0.01% 262
2021
Q1 		$6K Hold
19
– – ﹤0.01% 256
2020
Q4 		$7K Sell
19
-19
-50% -$6.36K 0.01% 229
2020
Q3 		$12K Hold
38
– – 0.01% 205
2020
Q2 		$11K Hold
38
– – 0.01% 190
2020
Q1 		$9K Hold
38
– – 0.01% 191
2019
Q4 		$10K Buy
+38
New +$8.99K 0.01% 198

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
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

Walled Lake Planning & Wealth Management's ANSS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Ansys (ANSS) in Q4 2021, closing a stake of 19 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in ANSS in Q4 2019 and held it in 8 quarters. The position peaked at $12K in Q3 2020. 793 funds tracked by Wall St. Rank hold ANSS as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Ansys position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 19 Ansys shares in Q4 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in Ansys in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Ansys position peaked at $12K in Q3 2020.
  • 793 funds tracked by Wall St. Rank held Ansys as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.