Berman Capital Advisors’s Ansys ANSS Stock Holding History

Berman Capital 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
2021 Q3	$124K	Buy	366 +214	+141%	+$77.3K	0.02%	379
2021 Q2	$52K	Buy	152 +19	+14%	+$6.57K	0.01%	555
2021 Q1	$45K	Sell	133 -19	-13%	-$6.75K	0.01%	515
2020 Q4	$55K	Buy	152 +36	+31%	+$12K	0.01%	385
2020 Q3	$37K	Sell	116 -9	-7%	-$2.82K	0.01%	418
2020 Q2	$36K	Sell	125 -5	-4%	-$1.33K	0.01%	397
2020 Q1	$30K	Buy	130 +2	+2%	+$516	0.01%	392
2019 Q4	$32K	Hold	128	–	–	0.01%	411
2019 Q3	$28K	Buy	128 +6	+5%	+$1.26K	0.01%	413
2019 Q2	$24K	Buy	122 +84	+221%	+$16K	0.01%	458
2019 Q1	$6K	Buy	+38	New	+$6.43K	﹤0.01%	801

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Berman Capital Advisors's ANSS Position: Q3 2021 in Review

Berman Capital Advisors increased its Ansys (ANSS) stake by 141% in Q3 2021, buying an estimated $77.3K and bringing the position to 366 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #379.

Berman Capital Advisors first reported a position in ANSS in Q1 2019 and has held it in 11 quarters since. 731 funds tracked by Wall St. Rank hold ANSS as of Q3 2021.

Berman Capital Advisors held 366 shares of Ansys worth $124K as of Q3 2021.
Berman Capital Advisors bought 214 Ansys shares in Q3 2021, an estimated $77.3K.
Ansys made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #379 holding.
Berman Capital Advisors first reported a position in Ansys in Q1 2019 and has held it in 11 quarters since.
731 funds tracked by Wall St. Rank held Ansys as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.