Lenox Wealth Advisors’s Ansys ANSS Stock Holding History

Lenox 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
2022 Q1	$62K	Buy	205 +10	+5%	+$3.27K	0.01%	224
2021 Q4	$78K	Buy	195 +5	+3%	+$1.92K	0.01%	198
2021 Q3	$65K	Hold	190	–	–	0.01%	203
2021 Q2	$66K	Buy	190 +50	+36%	+$17.3K	0.01%	196
2021 Q1	$48K	Hold	140	–	–	0.01%	191
2020 Q4	$51K	Hold	140	–	–	0.01%	182
2020 Q3	$46K	Hold	140	–	–	0.01%	172
2020 Q2	$41K	Sell	140 -35	-20%	-$9.32K	0.01%	179
2020 Q1	$41K	Buy	175 +35	+25%	+$9.02K	0.01%	157
2019 Q4	$36K	Buy	+140	New	+$33.1K	0.01%	223
2019 Q2	–	Sell	-22	Closed	-$4K	–	414
2019 Q1	$4K	Buy	+22	New	+$3.72K	﹤0.01%	384
2018 Q3	–	Sell	-70	Closed	-$12K	–	409
2018 Q2	$12K	Sell	70 -31	-31%	-$5.16K	﹤0.01%	320
2018 Q1	$16K	Buy	101 +79	+359%	+$12.6K	﹤0.01%	292
2017 Q4	$3K	Buy	+22	New	+$3.12K	﹤0.01%	275
2016 Q1	–	Sell	-45	Closed	-$4K	–	258
2015 Q4	$4K	Hold	45	–	–	﹤0.01%	237
2015 Q3	$4K	Buy	+45	New	+$4.13K	﹤0.01%	275
2015 Q2	–	Sell	-45	Closed	-$4K	–	296
2015 Q1	$4K	Hold	45	–	–	﹤0.01%	251
2014 Q4	$4K	Buy	+45	New	+$3.57K	﹤0.01%	255

Other funds holding ANSS

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

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Lenox Wealth Advisors's ANSS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Ansys (ANSS) stake by 5.1% in Q1 2022, buying an estimated $3.27K and bringing the position to 205 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #224.

Lenox Wealth Advisors first reported a position in ANSS in Q4 2014 and has held it in 18 quarters since. The position peaked at $78K in Q4 2021. 758 funds tracked by Wall St. Rank hold ANSS as of Q1 2022.

Lenox Wealth Advisors held 205 shares of Ansys worth $62K as of Q1 2022.
Lenox Wealth Advisors bought 10 Ansys shares in Q1 2022, an estimated $3.27K.
Ansys made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #224 holding.
Lenox Wealth Advisors first reported a position in Ansys in Q4 2014 and has held it in 18 quarters since.
Lenox Wealth Advisors's Ansys position peaked at $78K in Q4 2021.
758 funds tracked by Wall St. Rank held Ansys as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.