WPW
ANSS

Waldron Private Wealth’s Ansys ANSS Stock Holding History

Waldron Private 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
2024
Q1 		– Sell
-1,998
Closed -$725K – 433
2023
Q4 		$725K Buy
1,998
+27
+1% +$8K 0.03% 188
2023
Q3 		$586K Sell
1,971
-3
-0.2% -$950 0.03% 201
2023
Q2 		$652K Buy
1,974
+2
+0.1% +$634 0.03% 199
2023
Q1 		$656K Buy
1,972
+209
+12% +$59K 0.03% 218
2022
Q4 		$390K Hold
1,763
– – 0.02% 266
2022
Q3 		$390K Buy
1,763
+24
+1% +$6.13K 0.02% 266
2022
Q2 		$416K Buy
1,739
+37
+2% +$9.79K 0.02% 260
2022
Q1 		$540K Buy
1,702
+669
+65% +$218K 0.03% 245
2021
Q4 		$414K Hold
1,033
– – 0.02% 271
2021
Q3 		$351K Buy
1,033
+4
+0.4% +$1.45K 0.02% 260
2021
Q2 		$357K Sell
1,029
-100
-9% -$34.6K 0.02% 246
2021
Q1 		$383K Sell
1,129
-50
-4% -$17.8K 0.03% 220
2020
Q4 		$428K Buy
1,179
+290
+33% +$97.1K 0.03% 194
2020
Q3 		$290K Buy
889
+3
+0.3% +$940 0.02% 213
2020
Q2 		$258K Hold
886
– – 0.02% 215
2020
Q1 		$205K Hold
886
– – 0.02% 217
2019
Q4 		$228K Buy
+886
New +$210K 0.02% 241

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return