TCPG
ANSS

Trivant Custom Portfolio Group’s Ansys ANSS Stock Holding History

Trivant Custom Portfolio Group’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
-87
Closed -$25.9K – 202
2023
Q3 		$25.9K Sell
87
-125
-59% -$39.6K 0.02% 123
2023
Q2 		$70K Sell
212
-10
-5% -$3.17K 0.05% 91
2023
Q1 		$73.9K Buy
+222
New +$62.6K 0.05% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trivant Custom Portfolio Group's ANSS Position: Q4 2023 in Review

Trivant Custom Portfolio Group sold out of Ansys (ANSS) in Q4 2023, closing a stake of 87 shares — an estimated $25.9K sold.

Trivant Custom Portfolio Group first reported a position in ANSS in Q1 2023 and held it in 3 quarters. The position peaked at $73.9K in Q1 2023. 838 funds tracked by Wall St. Rank hold ANSS as of Q4 2023.

  • Trivant Custom Portfolio Group reported no remaining Ansys position as of Q4 2023 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 87 Ansys shares in Q4 2023, an estimated $25.9K.
  • Trivant Custom Portfolio Group first reported a position in Ansys in Q1 2023 and held it in 3 quarters.
  • Trivant Custom Portfolio Group's Ansys position peaked at $73.9K in Q1 2023.
  • 838 funds tracked by Wall St. Rank held Ansys as of Q4 2023.

Based on Trivant Custom Portfolio Group's 13F filing for Q4 2023, filed 25 Jan 2024.