GIA
ANSS

Gladstone Institutional Advisory’s Ansys ANSS Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-2,046
Closed -$609K – 668
2023
Q3 		$609K Sell
2,046
-1
-0% -$317 0.04% 354
2023
Q2 		$676K Buy
+2,047
New +$648K 0.04% 346

Other funds holding ANSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gladstone Institutional Advisory's ANSS Position: Q4 2023 in Review

Gladstone Institutional Advisory sold out of Ansys (ANSS) in Q4 2023, closing a stake of 2,046 shares — an estimated $609K sold.

Gladstone Institutional Advisory first reported a position in ANSS in Q2 2023 and held it in 2 quarters. The position peaked at $676K in Q2 2023. 838 funds tracked by Wall St. Rank hold ANSS as of Q4 2023.

  • Gladstone Institutional Advisory reported no remaining Ansys position as of Q4 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,046 Ansys shares in Q4 2023, an estimated $609K.
  • Gladstone Institutional Advisory first reported a position in Ansys in Q2 2023 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Ansys position peaked at $676K in Q2 2023.
  • 838 funds tracked by Wall St. Rank held Ansys as of Q4 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.