Evermay Wealth Management’s Ansys ANSS Stock Holding History

Evermay 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	-1	Closed	-$363	–	617
2023 Q4	$363	Buy	+1	New	+$296	﹤0.01%	605
2022 Q2	–	Sell	-6	Closed	-$2K	–	510
2022 Q1	$2K	Buy	+6	New	+$1.96K	﹤0.01%	481

Other funds holding ANSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's ANSS Position: Q1 2024 in Review

Evermay Wealth Management sold out of Ansys (ANSS) in Q1 2024, closing a stake of 1 share — an estimated $363 sold.

Evermay Wealth Management first reported a position in ANSS in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 844 funds tracked by Wall St. Rank hold ANSS as of Q1 2024.

Evermay Wealth Management reported no remaining Ansys position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 1 Ansys share in Q1 2024, an estimated $363.
Evermay Wealth Management first reported a position in Ansys in Q1 2022 and held it in 2 quarters.
Evermay Wealth Management's Ansys position peaked at $2K in Q1 2022.
844 funds tracked by Wall St. Rank held Ansys as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.