CM Wealth Advisors’s Ansys ANSS Stock Holding History

CM Wealth 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
2023 Q3	–	Sell	-853	Closed	-$289K	–	86
2023 Q2	$289K	Sell	853 -7,672	-90%	-$2.43M	0.09%	106
2023 Q1	$2.65M	Buy	+8,525	New	+$2.4M	0.51%	29

Other funds holding ANSS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CM Wealth Advisors's ANSS Position: Q3 2023 in Review

CM Wealth Advisors sold out of Ansys (ANSS) in Q3 2023, closing a stake of 853 shares — an estimated $289K sold.

CM Wealth Advisors first reported a position in ANSS in Q1 2023 and held it in 2 quarters. The position peaked at $2.65M in Q1 2023. 777 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

CM Wealth Advisors reported no remaining Ansys position as of Q3 2023 after selling out during the quarter.
CM Wealth Advisors sold 853 Ansys shares in Q3 2023, an estimated $289K.
CM Wealth Advisors first reported a position in Ansys in Q1 2023 and held it in 2 quarters.
CM Wealth Advisors's Ansys position peaked at $2.65M in Q1 2023.
777 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.