Beaumont Financial Advisors’s Ansys ANSS Stock Holding History

Beaumont Financial Advisors’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 Q1	–	Sell	-596	Closed	-$216K	–	365
2023 Q4	$216K	Buy	+596	New	+$177K	0.02%	318
2022 Q1	–	Sell	-586	Closed	-$235K	–	357
2021 Q4	$235K	Hold	586	–	–	0.02%	325
2021 Q3	$200K	Hold	586	–	–	0.02%	346
2021 Q2	$203K	Buy	+586	New	+$203K	0.02%	357
2021 Q1	–	Sell	-584	Closed	-$212K	–	339
2020 Q4	$212K	Buy	+584	New	+$195K	0.02%	316

Other funds holding ANSS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's ANSS Position: Q1 2024 in Review

Beaumont Financial Advisors sold out of Ansys (ANSS) in Q1 2024, closing a stake of 596 shares — an estimated $216K sold.

Beaumont Financial Advisors first reported a position in ANSS in Q4 2020 and held it in 5 quarters. The position peaked at $235K in Q4 2021. 844 funds tracked by Wall St. Rank hold ANSS as of Q1 2024.

Beaumont Financial Advisors reported no remaining Ansys position as of Q1 2024 after selling out during the quarter.
Beaumont Financial Advisors sold 596 Ansys shares in Q1 2024, an estimated $216K.
Beaumont Financial Advisors first reported a position in Ansys in Q4 2020 and held it in 5 quarters.
Beaumont Financial Advisors's Ansys position peaked at $235K in Q4 2021.
844 funds tracked by Wall St. Rank held Ansys as of Q1 2024.

Based on Beaumont Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.