AWE
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Avidian Wealth Enterprises’s Bentley Systems BSY Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-13,007
Closed -$527K – 370
2020
Q4 		$527K Buy
+13,007
New +$461K 0.05% 175

Other funds holding BSY

SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Avidian Wealth Enterprises's BSY Position: Q1 2021 in Review

Avidian Wealth Enterprises sold out of Bentley Systems (BSY) in Q1 2021, closing a stake of 13,007 shares — an estimated $527K sold.

Avidian Wealth Enterprises first reported a position in BSY in Q4 2020 and held it in 1 quarter. The position peaked at $527K in Q4 2020. 135 funds tracked by Wall St. Rank hold BSY as of Q1 2021.

  • Avidian Wealth Enterprises reported no remaining Bentley Systems position as of Q1 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,007 Bentley Systems shares in Q1 2021, an estimated $527K.
  • Avidian Wealth Enterprises first reported a position in Bentley Systems in Q4 2020 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Bentley Systems position peaked at $527K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2021, filed 5 May 2021.