BTWM
BSY icon

Baker Tilly Wealth Management’s Bentley Systems BSY Stock Holding History

Baker Tilly 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
2023
Q3 		– Sell
-5,430
Closed -$294K – 474
2023
Q2 		$294K Sell
5,430
-53
-1% -$2.47K 0.03% 456
2023
Q1 		$236K Buy
+5,483
New +$218K 0.03% 491

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baker Tilly Wealth Management's BSY Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Bentley Systems (BSY) in Q3 2023, closing a stake of 5,430 shares — an estimated $294K sold.

Baker Tilly Wealth Management first reported a position in BSY in Q1 2023 and held it in 2 quarters. The position peaked at $294K in Q2 2023. 342 funds tracked by Wall St. Rank hold BSY as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Bentley Systems position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,430 Bentley Systems shares in Q3 2023, an estimated $294K.
  • Baker Tilly Wealth Management first reported a position in Bentley Systems in Q1 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Bentley Systems position peaked at $294K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.