Baystate Wealth Management’s Ansys ANSS Stock Holding History

Baystate 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
2023 Q4	$1.45K	Hold	4	–	–	﹤0.01%	1114
2023 Q3	$1.19K	Hold	4	–	–	﹤0.01%	871
2023 Q2	$1.32K	Hold	4	–	–	﹤0.01%	908
2023 Q1	$1.33K	Hold	4	–	–	﹤0.01%	901
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	828
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	784
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	807
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	800
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	739
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	726
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	697
2021 Q1	$1K	Buy	+4	New	+$1.42K	﹤0.01%	628
2020 Q2	–	Sell	-5	Closed	-$1K	–	651
2020 Q1	$1K	Buy	+5	New	+$1.29K	﹤0.01%	530
2017 Q4	–	Sell	-33	Closed	-$4K	–	669
2017 Q3	$4K	Buy	+33	New	+$4.14K	﹤0.01%	426

Other funds holding ANSS

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baystate Wealth Management's ANSS Position: Q4 2023 in Review

Baystate Wealth Management held its Ansys (ANSS) position steady in Q4 2023 at 4 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Baystate Wealth Management first reported a position in ANSS in Q3 2017 and has held it in 14 quarters since. The position peaked at $4K in Q3 2017. 838 funds tracked by Wall St. Rank hold ANSS as of Q4 2023.

Baystate Wealth Management held 4 shares of Ansys worth $1.45K as of Q4 2023.
Baystate Wealth Management left its Ansys share count unchanged in Q4 2023.
Ansys made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1114 holding.
Baystate Wealth Management first reported a position in Ansys in Q3 2017 and has held it in 14 quarters since.
Baystate Wealth Management's Ansys position peaked at $4K in Q3 2017.
838 funds tracked by Wall St. Rank held Ansys as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.