HF
ANSS

Halpern Financial’s Ansys ANSS Stock Holding History

Halpern Financial’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
-33
Closed -$10.9K – 215
2023
Q2 		$10.9K Buy
+33
New +$10.5K ﹤0.01% 148
2021
Q1 		– Sell
-18
Closed -$6.55K – 253
2020
Q4 		$6.55K Hold
18
– – ﹤0.01% 150
2020
Q3 		$5.89K Buy
+18
New +$5.64K ﹤0.01% 144

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Halpern Financial's ANSS Position: Q3 2023 in Review

Halpern Financial sold out of Ansys (ANSS) in Q3 2023, closing a stake of 33 shares — an estimated $10.9K sold.

Halpern Financial first reported a position in ANSS in Q3 2020 and held it in 3 quarters. The position peaked at $10.9K in Q2 2023. 775 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

  • Halpern Financial reported no remaining Ansys position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 33 Ansys shares in Q3 2023, an estimated $10.9K.
  • Halpern Financial first reported a position in Ansys in Q3 2020 and held it in 3 quarters.
  • Halpern Financial's Ansys position peaked at $10.9K in Q2 2023.
  • 775 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.