COCM
ANSS

Charter Oak Capital Management’s Ansys ANSS Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-2
Closed – – 195
2022
Q2 		$0 Hold
2
– – ﹤0.01% 910
2022
Q1 		$1K Hold
2
– – ﹤0.01% 913
2021
Q4 		$1K Hold
2
– – ﹤0.01% 797
2021
Q3 		$1K Hold
2
– – ﹤0.01% 770
2021
Q2 		$1K Hold
2
– – ﹤0.01% 757
2021
Q1 		$1K Hold
2
– – ﹤0.01% 728
2020
Q4 		$1K Buy
+2
New +$669 ﹤0.01% 690

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Charter Oak Capital Management's ANSS Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Ansys (ANSS) in Q3 2022, closing a stake of 2 shares.

Charter Oak Capital Management first reported a position in ANSS in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 734 funds tracked by Wall St. Rank hold ANSS as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Ansys position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 2 Ansys shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Ansys in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Ansys position peaked at $1K in Q1 2022.
  • 734 funds tracked by Wall St. Rank held Ansys as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.