MBFW
ANSS

Morton Brown Family Wealth’s Ansys ANSS Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-5
Closed -$1.66K – 180
2023
Q1 		$1.66K Buy
+5
New +$1.41K ﹤0.01% 214

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Morton Brown Family Wealth's ANSS Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Ansys (ANSS) in Q2 2023, closing a stake of 5 shares — an estimated $1.66K sold.

Morton Brown Family Wealth first reported a position in ANSS in Q1 2023 and held it in 1 quarter. The position peaked at $1.66K in Q1 2023. 789 funds tracked by Wall St. Rank hold ANSS as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Ansys position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 5 Ansys shares in Q2 2023, an estimated $1.66K.
  • Morton Brown Family Wealth first reported a position in Ansys in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Ansys position peaked at $1.66K in Q1 2023.
  • 789 funds tracked by Wall St. Rank held Ansys as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.