TJHA
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Thomas J. Herzfeld Advisors’s Ansys ANSS Stock Holding History

Thomas J. Herzfeld 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
2023
Q4 		– Sell
-17
Closed -$5.06K – 168
2023
Q3 		$5.06K Hold
17
– – ﹤0.01% 245
2023
Q2 		$5.62K Hold
17
– – ﹤0.01% 235
2023
Q1 		$5.66K Hold
17
– – ﹤0.01% 214
2022
Q4 		$4.11K Buy
17
+9
+113% +$2.1K ﹤0.01% 256
2022
Q3 		$2K Hold
8
– – ﹤0.01% 275
2022
Q2 		$2K Hold
8
– – ﹤0.01% 277
2022
Q1 		$3K Hold
8
– – ﹤0.01% 274
2021
Q4 		$3K Buy
8
+2
+33% +$768 ﹤0.01% 315
2021
Q3 		$2K Hold
6
– – ﹤0.01% 323
2021
Q2 		$2K Hold
6
– – ﹤0.01% 337
2021
Q1 		$2K Buy
+6
New +$2.13K ﹤0.01% 328

Other funds holding ANSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Thomas J. Herzfeld Advisors's ANSS Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Ansys (ANSS) in Q4 2023, closing a stake of 17 shares — an estimated $5.06K sold.

Thomas J. Herzfeld Advisors first reported a position in ANSS in Q1 2021 and held it in 11 quarters. The position peaked at $5.66K in Q1 2023. 840 funds tracked by Wall St. Rank hold ANSS as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Ansys position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 17 Ansys shares in Q4 2023, an estimated $5.06K.
  • Thomas J. Herzfeld Advisors first reported a position in Ansys in Q1 2021 and held it in 11 quarters.
  • Thomas J. Herzfeld Advisors's Ansys position peaked at $5.66K in Q1 2023.
  • 840 funds tracked by Wall St. Rank held Ansys as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.