YorkBridge Wealth Partners’s Ansys ANSS Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-395	Closed	-$81K	–	191
2019 Q2	$81K	Sell	395 -2	-0.5%	-$381	0.04%	318
2019 Q1	$73K	Hold	397	–	–	0.03%	320
2018 Q4	$57K	Buy	397 +127	+47%	+$19.7K	0.03%	319
2018 Q3	$50K	Hold	270	–	–	0.02%	356
2018 Q2	$47K	Hold	270	–	–	0.02%	367
2018 Q1	$43K	Hold	270	–	–	0.02%	382
2017 Q4	$42K	Hold	270	–	–	0.02%	390
2017 Q3	$33K	Sell	270 -12	-4%	-$1.51K	0.02%	426
2017 Q2	$34K	Hold	282	–	–	0.02%	422
2017 Q1	$31K	Hold	282	–	–	0.02%	430
2016 Q4	$27K	Buy	+282	New	+$26K	0.02%	427

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

YorkBridge Wealth Partners's ANSS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Ansys (ANSS) in Q3 2019, closing a stake of 395 shares — an estimated $81K sold.

YorkBridge Wealth Partners first reported a position in ANSS in Q4 2016 and held it in 11 quarters. The position peaked at $81K in Q2 2019. 604 funds tracked by Wall St. Rank hold ANSS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Ansys position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 395 Ansys shares in Q3 2019, an estimated $81K.
YorkBridge Wealth Partners first reported a position in Ansys in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Ansys position peaked at $81K in Q2 2019.
604 funds tracked by Wall St. Rank held Ansys as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.