WAM
ANSS

Wealthspire Advisors (Maryland)’s Ansys ANSS Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$263K Sell
804
-63
-7% -$19.7K 0.01% 371
2020
Q2 		$253K Sell
867
-47
-5% -$12.5K 0.02% 371
2020
Q1 		$212K Buy
914
+4
+0.4% +$1.03K 0.02% 372
2019
Q4 		$234K Sell
910
-225
-20% -$53.2K 0.02% 439
2019
Q3 		$251K Buy
+1,135
New +$239K 0.02% 381
2019
Q2 		– Sell
-790
Closed -$144K – 540
2019
Q1 		$144K Sell
790
-32
-4% -$5.41K 0.01% 528
2018
Q4 		$117K Buy
822
+30
+4% +$4.66K 0.01% 553
2018
Q3 		$148K Sell
792
-70
-8% -$12.5K 0.01% 542
2018
Q2 		$150K Buy
862
+9
+1% +$1.5K 0.01% 555
2018
Q1 		$134K Sell
853
-130
-13% -$20.8K 0.01% 595
2017
Q4 		$145K Sell
983
-1
-0.1% -$142 0.01% 585
2017
Q3 		$121K Sell
984
-11
-1% -$1.38K 0.01% 632
2017
Q2 		$121K Buy
995
+69
+7% +$8.13K 0.01% 616
2017
Q1 		$99K Buy
926
+14
+2% +$1.4K 0.01% 604
2016
Q4 		$84K Sell
912
-38
-4% -$3.5K 0.01% 633
2016
Q3 		$88K Sell
950
-19
-2% -$1.77K 0.01% 605
2016
Q2 		$88K Sell
969
-30
-3% -$2.65K 0.01% 555
2016
Q1 		$89K Sell
999
-86
-8% -$7.42K 0.02% 544
2015
Q4 		$100K Buy
+1,085
New +$100K 0.02% 522

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ANSS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Ansys (ANSS) stake by 7.3% in Q3 2020, selling an estimated $19.7K and leaving 804 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #371.

Wealthspire Advisors (Maryland) first reported a position in ANSS in Q4 2015 and has held it in 19 quarters since. 684 funds tracked by Wall St. Rank hold ANSS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 804 shares of Ansys worth $263K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 63 Ansys shares in Q3 2020, an estimated $19.7K.
  • Ansys made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #371 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Ansys in Q4 2015 and has held it in 19 quarters since.
  • 684 funds tracked by Wall St. Rank held Ansys as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.