Intercontinental Wealth Advisors’s Ansys ANSS Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$598K	Buy	1,810 +64	+4%	+$20.3K	0.14%	163
2023 Q1	$581K	Sell	1,746 -16	-0.9%	-$4.51K	0.15%	161
2022 Q4	$426K	Buy	1,762 +737	+72%	+$172K	0.13%	186
2022 Q3	$227K	Buy	1,025 +20	+2%	+$5.11K	0.07%	249
2022 Q2	$240K	Sell	1,005 -13	-1%	-$3.44K	0.07%	255
2022 Q1	$323K	Buy	1,018 +10	+1%	+$3.27K	0.07%	232
2021 Q4	$404K	Buy	+1,008	New	+$387K	0.09%	208
2021 Q3	–	Sell	-652	Closed	-$226K	–	283
2021 Q2	$226K	Buy	+652	New	+$226K	0.04%	268

Other funds holding ANSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Intercontinental Wealth Advisors's ANSS Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Ansys (ANSS) stake by 3.7% in Q2 2023, buying an estimated $20.3K and bringing the position to 1,810 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #163.

Intercontinental Wealth Advisors first reported a position in ANSS in Q2 2021 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold ANSS as of Q2 2023.

Intercontinental Wealth Advisors held 1,810 shares of Ansys worth $598K as of Q2 2023.
Intercontinental Wealth Advisors bought 64 Ansys shares in Q2 2023, an estimated $20.3K.
Ansys made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #163 holding.
Intercontinental Wealth Advisors first reported a position in Ansys in Q2 2021 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held Ansys as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.