Icon Wealth Partners’s Ansys ANSS Stock Holding History

Icon Wealth Partners’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	$881K	Sell	2,961 -142	-5%	-$45K	0.1%	128
2023 Q2	$1.02M	Sell	3,103 -421	-12%	-$133K	0.11%	133
2023 Q1	$1.17M	Buy	+3,524	New	+$994K	0.13%	127
2022 Q2	$985K	Sell	4,118 -975	-19%	-$258K	0.12%	135
2022 Q1	$1.62M	Sell	5,093 -577	-10%	-$188K	0.16%	109
2021 Q4	$2.27M	Buy	5,670 +28	+0.5%	+$10.8K	0.23%	100
2021 Q3	$1.92M	Buy	5,642 +278	+5%	+$100K	0.2%	111
2021 Q2	$1.86M	Buy	5,364 +649	+14%	+$224K	0.2%	108
2021 Q1	$1.6M	Buy	4,715 +1,036	+28%	+$368K	0.2%	103
2020 Q4	$1.34M	Buy	3,679 +791	+27%	+$265K	0.21%	94
2020 Q3	$945K	Buy	+2,888	New	+$905K	0.18%	102
2019 Q2	–	Sell	-383	Closed	-$70K	–	199
2019 Q1	$70K	Buy	+383	New	+$64.8K	0.03%	293
2018 Q3	–	Sell	-405	Closed	-$71K	–	298
2018 Q2	$71K	Buy	+405	New	+$67.4K	0.03%	306
2018 Q1	–	Sell	-405	Closed	-$60K	–	283
2017 Q4	$60K	Buy	+405	New	+$57.3K	0.03%	369

Other funds holding ANSS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Icon Wealth Partners's ANSS Position: Q3 2023 in Review

Icon Wealth Partners reduced its Ansys (ANSS) stake by 4.6% in Q3 2023, selling an estimated $45K and leaving 2,961 shares worth $881K. The position accounts for 0.1% of the portfolio, ranked #128.

Icon Wealth Partners first reported a position in ANSS in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.27M in Q4 2021. 775 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

Icon Wealth Partners held 2,961 shares of Ansys worth $881K as of Q3 2023.
Icon Wealth Partners sold 142 Ansys shares in Q3 2023, an estimated $45K.
Ansys made up 0.1% of Icon Wealth Partners's portfolio in Q3 2023, its #128 holding.
Icon Wealth Partners first reported a position in Ansys in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's Ansys position peaked at $2.27M in Q4 2021.
775 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.