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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waldron Private Wealth's ANSS Position: Q1 2024 in Review

Waldron Private Wealth sold out of Ansys (ANSS) in Q1 2024, closing a stake of 1,998 shares — an estimated $725K sold.

Waldron Private Wealth first reported a position in ANSS in Q4 2019 and held it in 17 quarters. The position peaked at $725K in Q4 2023. 844 funds tracked by Wall St. Rank hold ANSS as of Q1 2024.

Waldron Private Wealth reported no remaining Ansys position as of Q1 2024 after selling out during the quarter.
Waldron Private Wealth sold 1,998 Ansys shares in Q1 2024, an estimated $725K.
Waldron Private Wealth first reported a position in Ansys in Q4 2019 and held it in 17 quarters.
Waldron Private Wealth's Ansys position peaked at $725K in Q4 2023.
844 funds tracked by Wall St. Rank held Ansys as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.