Pathstone Family Office’s Ansys ANSS Stock Holding History

Pathstone Family Office’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	$2.48M	Buy	8,344 +2,098	+34%	+$664K	0.02%	428
2023 Q2	$2.15M	Buy	6,246 +1,913	+44%	+$606K	0.03%	307
2023 Q1	$1.52M	Sell	4,333 -13,023	-75%	-$3.67M	0.02%	342
2022 Q4	$3.31M	Buy	17,356 +2,185	+14%	+$509K	0.03%	360
2022 Q3	$3.36M	Buy	15,171 +10,966	+261%	+$2.8M	0.03%	304
2022 Q2	$1.01M	Buy	4,205 +1,253	+42%	+$332K	0.02%	342
2022 Q1	$937K	Sell	2,952 -87	-3%	-$28.4K	0.02%	346
2021 Q4	$1.22M	Buy	3,039 +67	+2%	+$25.7K	0.03%	291
2021 Q3	$1.01M	Buy	2,972 +505	+20%	+$182K	0.03%	289
2021 Q2	$856K	Sell	2,467 -352	-12%	-$122K	0.03%	313
2021 Q1	$957K	Buy	2,819 +2,781	+7,318%	+$988K	0.03%	214
2020 Q4	$14K	Buy	+38	New	+$12.7K	﹤0.01%	795
2019 Q2	–	Sell	-57	Closed	-$10K	–	642
2019 Q1	$10K	Buy	+57	New	+$9.64K	﹤0.01%	507

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

Pathstone Family Office's ANSS Position: Q3 2023 in Review

Pathstone Family Office increased its Ansys (ANSS) stake by 34% in Q3 2023, buying an estimated $664K and bringing the position to 8,344 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #428.

Pathstone Family Office first reported a position in ANSS in Q1 2019 and has held it in 13 quarters since. The position peaked at $3.36M in Q3 2022. 775 funds tracked by Wall St. Rank hold ANSS as of Q3 2023.

Pathstone Family Office held 8,344 shares of Ansys worth $2.48M as of Q3 2023.
Pathstone Family Office bought 2,098 Ansys shares in Q3 2023, an estimated $664K.
Ansys made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #428 holding.
Pathstone Family Office first reported a position in Ansys in Q1 2019 and has held it in 13 quarters since.
Pathstone Family Office's Ansys position peaked at $3.36M in Q3 2022.
775 funds tracked by Wall St. Rank held Ansys as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.