CTWM
ANSS

Cherry Tree Wealth Management’s Ansys ANSS Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-23
Closed -$8.35K – 599
2023
Q4 		$8.35K Hold
23
– – ﹤0.01% 376
2023
Q3 		$6.84K Sell
23
-1
-4% -$317 ﹤0.01% 377
2023
Q2 		$7.93K Buy
+24
New +$7.6K ﹤0.01% 358

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's ANSS Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Ansys (ANSS) in Q1 2024, closing a stake of 23 shares — an estimated $8.35K sold.

Cherry Tree Wealth Management first reported a position in ANSS in Q2 2023 and held it in 3 quarters. The position peaked at $8.35K in Q4 2023. 844 funds tracked by Wall St. Rank hold ANSS as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Ansys position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 23 Ansys shares in Q1 2024, an estimated $8.35K.
  • Cherry Tree Wealth Management first reported a position in Ansys in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Ansys position peaked at $8.35K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Ansys as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.