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Atticus Wealth Management’s Bentley Systems BSY Stock Holding History

Atticus 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
2021
Q3 		– Sell
-153
Closed -$10K – 410
2021
Q2 		$10K Buy
+153
New +$8.41K ﹤0.01% 316

Other funds holding BSY

SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $2.04B AUM 40.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Atticus Wealth Management's BSY Position: Q3 2021 in Review

Atticus Wealth Management sold out of Bentley Systems (BSY) in Q3 2021, closing a stake of 153 shares — an estimated $10K sold.

Atticus Wealth Management first reported a position in BSY in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 261 funds tracked by Wall St. Rank hold BSY as of Q3 2021.

  • Atticus Wealth Management reported no remaining Bentley Systems position as of Q3 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 153 Bentley Systems shares in Q3 2021, an estimated $10K.
  • Atticus Wealth Management first reported a position in Bentley Systems in Q2 2021 and held it in 1 quarter.
  • Atticus Wealth Management's Bentley Systems position peaked at $10K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2021.

Based on Atticus Wealth Management's 13F filing for Q3 2021, filed 18 Oct 2021.