Altium Wealth Management’s Ansys ANSS Stock Holding History

Altium 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
2018 Q3	–	Sell	-1,408	Closed	-$245K	–	303
2018 Q2	$245K	Buy	+1,408	New	+$234K	0.07%	211

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Altium Wealth Management's ANSS Position: Q3 2018 in Review

Altium Wealth Management sold out of Ansys (ANSS) in Q3 2018, closing a stake of 1,408 shares — an estimated $245K sold.

Altium Wealth Management first reported a position in ANSS in Q2 2018 and held it in 1 quarter. The position peaked at $245K in Q2 2018. 550 funds tracked by Wall St. Rank hold ANSS as of Q3 2018.

Altium Wealth Management reported no remaining Ansys position as of Q3 2018 after selling out during the quarter.
Altium Wealth Management sold 1,408 Ansys shares in Q3 2018, an estimated $245K.
Altium Wealth Management first reported a position in Ansys in Q2 2018 and held it in 1 quarter.
Altium Wealth Management's Ansys position peaked at $245K in Q2 2018.
550 funds tracked by Wall St. Rank held Ansys as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.