Almanack Investment Partners’s Bentley Systems BSY Stock Holding History

Almanack Investment Partners’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
2023 Q3	–	Sell	-5,002	Closed	-$271K	–	167
2023 Q2	$271K	Hold	5,002	–	–	0.05%	137
2023 Q1	$215K	Buy	+5,002	New	+$199K	0.04%	157
2022 Q4	–	Sell	-5,024	Closed	-$157K	–	317
2022 Q3	$157K	Buy	+5,024	New	+$184K	0.03%	154
2022 Q2	–	Sell	-5,002	Closed	-$221K	–	466
2022 Q1	$221K	Sell	5,002 -15,000	-75%	-$598K	0.02%	432
2021 Q4	$967K	Hold	20,002	–	–	0.08%	154
2021 Q3	$1.21M	Hold	20,002	–	–	0.11%	140
2021 Q2	$1.3M	Buy	+20,002	New	+$1.1M	0.12%	112

Other funds holding BSY

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Almanack Investment Partners's BSY Position: Q3 2023 in Review

Almanack Investment Partners sold out of Bentley Systems (BSY) in Q3 2023, closing a stake of 5,002 shares — an estimated $271K sold.

Almanack Investment Partners first reported a position in BSY in Q2 2021 and held it in 7 quarters. The position peaked at $1.3M in Q2 2021. 342 funds tracked by Wall St. Rank hold BSY as of Q3 2023.

Almanack Investment Partners reported no remaining Bentley Systems position as of Q3 2023 after selling out during the quarter.
Almanack Investment Partners sold 5,002 Bentley Systems shares in Q3 2023, an estimated $271K.
Almanack Investment Partners first reported a position in Bentley Systems in Q2 2021 and held it in 7 quarters.
Almanack Investment Partners's Bentley Systems position peaked at $1.3M in Q2 2021.
342 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2023.

Based on Almanack Investment Partners's 13F filing for Q3 2023, filed 5 Oct 2023.