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Avior Wealth Management’s Bentley Systems BSY Stock Holding History

Avior 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
Q1 		– Sell
-3
Closed -$140 – 953
2024
Q4 		$140 Hold
3
– – ﹤0.01% 2395
2024
Q3 		$152 Buy
+3
New +$148 ﹤0.01% 2237
2024
Q2 		– Sell
-1,537
Closed -$80.3K – 2474
2024
Q1 		$80.3K Buy
+1,537
New +$77.3K ﹤0.01% 1045

Other funds holding BSY

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Avior Wealth Management's BSY Position: Q1 2025 in Review

Avior Wealth Management sold out of Bentley Systems (BSY) in Q1 2025, closing a stake of 3 shares — an estimated $140 sold.

Avior Wealth Management first reported a position in BSY in Q1 2024 and held it in 3 quarters. The position peaked at $80.3K in Q1 2024. 436 funds tracked by Wall St. Rank hold BSY as of Q1 2025.

  • Avior Wealth Management reported no remaining Bentley Systems position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3 Bentley Systems shares in Q1 2025, an estimated $140.
  • Avior Wealth Management first reported a position in Bentley Systems in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Bentley Systems position peaked at $80.3K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.