Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,072
Closed -$372K 515
2024
Q1
$372K Sell
1,072
-451
-30% -$153K 0.05% 342
2023
Q4
$553K Buy
1,523
+36
+2% +$10.7K 0.08% 235
2023
Q3
$442K Buy
1,487
+1
+0.1% +$317 0.07% 256
2023
Q2
$491K Buy
1,486
+65
+5% +$20.6K 0.07% 249
2023
Q1
$473K Sell
1,421
-9
-0.6% -$2.54K 0.08% 249
2022
Q4
$345K Buy
+1,430
New +$333K 0.06% 308
2022
Q3
Sell
-844
Closed -$202K 457
2022
Q2
$202K Sell
844
-143
-14% -$37.8K 0.04% 417
2022
Q1
$314K Buy
987
+68
+7% +$22.2K 0.06% 317
2021
Q4
$368K Buy
919
+31
+3% +$11.9K 0.07% 287
2021
Q3
$302K Buy
888
+12
+1% +$4.33K 0.07% 313
2021
Q2
$304K Buy
876
+8
+0.9% +$2.77K 0.07% 321
2021
Q1
$295K Hold
868
0.08% 292
2020
Q4
$316K Sell
868
-7
-0.8% -$2.34K 0.09% 268
2020
Q3
$286K Sell
875
-28
-3% -$8.77K 0.1% 242
2020
Q2
$263K Sell
903
-18
-2% -$4.79K 0.1% 244
2020
Q1
$214K Buy
+921
New +$237K 0.12% 209

Other funds holding ANSS

Wealth Alliance's ANSS Position: Q2 2024 in Review

Wealth Alliance sold out of Ansys (ANSS) in Q2 2024, closing a stake of 1,072 shares — an estimated $372K sold.

Wealth Alliance first reported a position in ANSS in Q1 2020 and held it in 16 quarters. The position peaked at $553K in Q4 2023. 857 funds tracked by Wall St. Rank hold ANSS as of Q2 2024.

  • Wealth Alliance reported no remaining Ansys position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,072 Ansys shares in Q2 2024, an estimated $372K.
  • Wealth Alliance first reported a position in Ansys in Q1 2020 and held it in 16 quarters.
  • Wealth Alliance's Ansys position peaked at $553K in Q4 2023.
  • 857 funds tracked by Wall St. Rank held Ansys as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.