EW
ANSS

Evoke Wealth’s Ansys ANSS Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-143
Closed -$32K – 395
2022
Q3 		$32K Sell
143
-8
-5% -$2.04K ﹤0.01% 577
2022
Q2 		$36K Sell
151
-8
-5% -$2.12K ﹤0.01% 558
2022
Q1 		$51K Buy
159
+29
+22% +$9.47K ﹤0.01% 517
2021
Q4 		$52K Hold
130
– – ﹤0.01% 524
2021
Q3 		$44K Sell
130
-11
-8% -$3.97K ﹤0.01% 520
2021
Q2 		$49K Buy
141
+11
+8% +$3.81K ﹤0.01% 529
2021
Q1 		$44K Hold
130
– – ﹤0.01% 467
2020
Q4 		$47K Buy
130
+115
+767% +$38.5K ﹤0.01% 384
2020
Q3 		$5K Hold
15
– – ﹤0.01% 649
2020
Q2 		$4K Hold
15
– – ﹤0.01% 696
2020
Q1 		$3.49K Sell
15
-27
-64% -$6.96K ﹤0.01% 689
2019
Q4 		$10.8K Buy
42
+5
+14% +$1.18K ﹤0.01% 723
2019
Q3 		$8.19K Buy
+37
New +$7.79K ﹤0.01% 871

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Evoke Wealth's ANSS Position: Q4 2022 in Review

Evoke Wealth sold out of Ansys (ANSS) in Q4 2022, closing a stake of 143 shares — an estimated $32K sold.

Evoke Wealth first reported a position in ANSS in Q3 2019 and held it in 13 quarters. The position peaked at $52K in Q4 2021. 757 funds tracked by Wall St. Rank hold ANSS as of Q4 2022.

  • Evoke Wealth reported no remaining Ansys position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 143 Ansys shares in Q4 2022, an estimated $32K.
  • Evoke Wealth first reported a position in Ansys in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Ansys position peaked at $52K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Ansys as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.