AWM
BSY icon

AE Wealth Management’s Bentley Systems BSY Stock Holding History

AE Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,177
Closed -$676K – 2176
2025
Q1 		$676K Sell
17,177
-8,711
-34% -$389K 0.01% 826
2024
Q4 		$1.21M Buy
25,888
+11,287
+77% +$551K 0.01% 661
2024
Q3 		$742K Sell
14,601
-8,002
-35% -$394K 0.01% 777
2024
Q2 		$1.12M Buy
22,603
+7,834
+53% +$407K 0.01% 678
2024
Q1 		$771K Sell
14,769
-150
-1% -$7.55K 0.01% 712
2023
Q4 		$750K Buy
+14,919
New +$766K ﹤0.01% 1267
2022
Q1 		– Sell
-13,189
Closed -$637K – 1683
2021
Q4 		$637K Buy
+13,189
New +$713K ﹤0.01% 1161

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return