WWS
ANSS

Wellington Wealth Strategies’s Ansys ANSS Stock Holding History

Wellington Wealth Strategies’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
2024
Q3 		– Sell
-740
Closed -$238K – 76
2024
Q2 		$238K Buy
+740
New +$242K 1% 34
2024
Q1 		– Sell
-680
Closed -$247K – 156
2023
Q4 		$247K Buy
+680
New +$201K 0.21% 75
2020
Q4 		$247K Buy
+680
New +$228K 0.21% 75

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Wealth Strategies's ANSS Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Ansys (ANSS) in Q3 2024, closing a stake of 740 shares — an estimated $238K sold.

Wellington Wealth Strategies first reported a position in ANSS in Q4 2020 and held it in 3 quarters. The position peaked at $247K in Q4 2023. 840 funds tracked by Wall St. Rank hold ANSS as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining Ansys position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 740 Ansys shares in Q3 2024, an estimated $238K.
  • Wellington Wealth Strategies first reported a position in Ansys in Q4 2020 and held it in 3 quarters.
  • Wellington Wealth Strategies's Ansys position peaked at $247K in Q4 2023.
  • 840 funds tracked by Wall St. Rank held Ansys as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.