Endurance Wealth Management’s Ansys ANSS Stock Holding History

Endurance 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
2023 Q2	$276K	Hold	835	–	–	0.04%	163
2023 Q1	$278K	Hold	835	–	–	0.04%	166
2022 Q4	$202K	Hold	835	–	–	0.03%	183
2022 Q3	$185K	Hold	835	–	–	0.03%	188
2022 Q2	$200K	Hold	835	–	–	0.03%	189
2022 Q1	$265K	Hold	835	–	–	0.03%	183
2021 Q4	$335K	Hold	835	–	–	0.04%	176
2021 Q3	$284K	Hold	835	–	–	0.03%	189
2021 Q2	$289K	Hold	835	–	–	0.03%	189
2021 Q1	$284K	Buy	835 +402	+93%	+$143K	0.03%	188
2020 Q4	$158K	Hold	433	–	–	0.02%	220
2020 Q3	$142K	Buy	433 +28	+7%	+$8.77K	0.02%	210
2020 Q2	$118K	Hold	405	–	–	0.02%	223
2020 Q1	$94K	Hold	405	–	–	0.02%	227
2019 Q4	$104K	Hold	405	–	–	0.02%	222
2019 Q3	$90K	Hold	405	–	–	0.01%	230
2019 Q2	$83K	Hold	405	–	–	0.01%	234
2019 Q1	$74K	Hold	405	–	–	0.01%	238
2018 Q4	$58K	Hold	405	–	–	0.01%	247
2018 Q3	$76K	Hold	405	–	–	0.01%	241
2018 Q2	$71K	Hold	405	–	–	0.01%	241
2018 Q1	$63K	Hold	405	–	–	0.01%	261
2017 Q4	$60K	Hold	405	–	–	0.01%	259
2017 Q3	$50K	Hold	405	–	–	0.01%	270
2017 Q2	$49K	Hold	405	–	–	0.01%	279
2017 Q1	$43K	Hold	405	–	–	0.01%	283
2016 Q4	$37K	Hold	405	–	–	0.01%	290
2016 Q3	$37K	Hold	405	–	–	0.01%	290
2016 Q2	$37K	Sell	405 -25	-6%	-$2.21K	0.01%	287
2016 Q1	$38K	Hold	430	–	–	0.01%	283
2015 Q4	$40K	Hold	430	–	–	0.01%	286
2015 Q3	$40K	Hold	430	–	–	0.01%	289
2015 Q2	$39K	Buy	+430	New	+$38.2K	0.01%	292

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

OCBV

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

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

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

Endurance Wealth Management's ANSS Position: Q2 2023 in Review

Endurance Wealth Management held its Ansys (ANSS) position steady in Q2 2023 at 835 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #163.

Endurance Wealth Management first reported a position in ANSS in Q2 2015 and has held it in 33 quarters since. The position peaked at $335K in Q4 2021. 788 funds tracked by Wall St. Rank hold ANSS as of Q2 2023.

Endurance Wealth Management held 835 shares of Ansys worth $276K as of Q2 2023.
Endurance Wealth Management left its Ansys share count unchanged in Q2 2023.
Ansys made up 0.04% of Endurance Wealth Management's portfolio in Q2 2023, its #163 holding.
Endurance Wealth Management first reported a position in Ansys in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Ansys position peaked at $335K in Q4 2021.
788 funds tracked by Wall St. Rank held Ansys as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.