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B. Riley Wealth Advisors’s Bentley Systems BSY Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-5,284
Closed -$265K – 1412
2024
Q1 		$265K Buy
+5,284
New +$266K 0.01% 1104
2023
Q4 		– Sell
-5,284
Closed -$265K – 1408
2023
Q3 		$265K Buy
+5,284
New +$266K 0.01% 1104

Other funds holding BSY

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's BSY Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Bentley Systems (BSY) in Q2 2024, closing a stake of 5,284 shares — an estimated $265K sold.

B. Riley Wealth Advisors first reported a position in BSY in Q3 2023 and held it in 2 quarters. The position peaked at $265K in Q1 2024. 420 funds tracked by Wall St. Rank hold BSY as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Bentley Systems position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,284 Bentley Systems shares in Q2 2024, an estimated $265K.
  • B. Riley Wealth Advisors first reported a position in Bentley Systems in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Bentley Systems position peaked at $265K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.