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Baltimore-Washington Financial Advisors’s Bentley Systems BSY Stock Holding History

Baltimore-Washington Financial 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
2021
Q4 		– Sell
-4,001
Closed -$242K – 137
2021
Q3 		$242K Buy
+4,001
New +$255K 0.02% 117

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BSY Position: Q4 2021 in Review

Baltimore-Washington Financial Advisors sold out of Bentley Systems (BSY) in Q4 2021, closing a stake of 4,001 shares — an estimated $242K sold.

Baltimore-Washington Financial Advisors first reported a position in BSY in Q3 2021 and held it in 1 quarter. The position peaked at $242K in Q3 2021. 257 funds tracked by Wall St. Rank hold BSY as of Q4 2021.

  • Baltimore-Washington Financial Advisors reported no remaining Bentley Systems position as of Q4 2021 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 4,001 Bentley Systems shares in Q4 2021, an estimated $242K.
  • Baltimore-Washington Financial Advisors first reported a position in Bentley Systems in Q3 2021 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Bentley Systems position peaked at $242K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2021.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.