WR Wealth Planners’s Ansys ANSS Stock Holding History

WR Wealth Planners’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 Q4	$2.7K	Buy	8 +1	+14%	+$335	﹤0.01%	803
2024 Q3	$2.23K	Hold	7	–	–	﹤0.01%	885
2024 Q2	$2.25K	Buy	7 +3	+75%	+$983	﹤0.01%	862
2024 Q1	$1.39K	Buy	+4	New	+$1.35K	﹤0.01%	929
2023 Q4	–	Sell	-47	Closed	-$14K	–	216
2023 Q3	$14K	Hold	47	–	–	0.01%	485
2023 Q2	$15.5K	Hold	47	–	–	0.01%	475
2023 Q1	$15.6K	Hold	47	–	–	0.01%	458
2022 Q4	$11.4K	Hold	47	–	–	0.01%	256
2022 Q3	$10.4K	Sell	47 -670	-93%	-$171K	0.01%	257
2022 Q2	$172K	Buy	717 +16	+2%	+$4.23K	0.11%	104
2022 Q1	$223K	Buy	+701	New	+$229K	0.13%	103

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WR Wealth Planners's ANSS Position: Q4 2024 in Review

WR Wealth Planners increased its Ansys (ANSS) stake by 14% in Q4 2024, buying an estimated $335 and bringing the position to 8 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

WR Wealth Planners first reported a position in ANSS in Q1 2022 and has held it in 11 quarters since. The position peaked at $223K in Q1 2022. 872 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

WR Wealth Planners held 8 shares of Ansys worth $2.7K as of Q4 2024.
WR Wealth Planners bought 1 Ansys share in Q4 2024, an estimated $335.
Ansys made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #803 holding.
WR Wealth Planners first reported a position in Ansys in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Ansys position peaked at $223K in Q1 2022.
872 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.