RSWM
ANSS

Robertson Stephens Wealth Management’s Ansys ANSS Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q4 		– Sell
-1,647
Closed -$525K – 563
2024
Q3 		$525K Buy
+1,647
New +$524K 0.02% 404

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Robertson Stephens Wealth Management's ANSS Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Ansys (ANSS) in Q4 2024, closing a stake of 1,647 shares — an estimated $525K sold.

Robertson Stephens Wealth Management first reported a position in ANSS in Q3 2024 and held it in 1 quarter. The position peaked at $525K in Q3 2024. 871 funds tracked by Wall St. Rank hold ANSS as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Ansys position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,647 Ansys shares in Q4 2024, an estimated $525K.
  • Robertson Stephens Wealth Management first reported a position in Ansys in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Ansys position peaked at $525K in Q3 2024.
  • 871 funds tracked by Wall St. Rank held Ansys as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.