LWP
ANSS

Laurel Wealth Planning’s Ansys ANSS Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-480
Closed -$116K – 71
2022
Q4 		$116K Hold
480
– – 0.07% 79
2022
Q3 		$106K Hold
480
– – 0.08% 75
2022
Q2 		$115K Sell
480
-120
-20% -$31.8K 0.08% 76
2022
Q1 		$191K Buy
+600
New +$196K 0.13% 68

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Planning's ANSS Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Ansys (ANSS) in Q1 2023, closing a stake of 480 shares — an estimated $116K sold.

Laurel Wealth Planning first reported a position in ANSS in Q1 2022 and held it in 4 quarters. The position peaked at $191K in Q1 2022. 791 funds tracked by Wall St. Rank hold ANSS as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Ansys position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 480 Ansys shares in Q1 2023, an estimated $116K.
  • Laurel Wealth Planning first reported a position in Ansys in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Ansys position peaked at $191K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Ansys as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.