BHWM
BSY icon

Beaird Harris Wealth Management’s Bentley Systems BSY Stock Holding History

Beaird Harris 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
Q1 		– Sell
-61
Closed -$2.25K – 519
2022
Q4 		$2.25K Buy
+61
New +$2.21K ﹤0.01% 562

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beaird Harris Wealth Management's BSY Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Bentley Systems (BSY) in Q1 2023, closing a stake of 61 shares — an estimated $2.25K sold.

Beaird Harris Wealth Management first reported a position in BSY in Q4 2022 and held it in 1 quarter. The position peaked at $2.25K in Q4 2022. 319 funds tracked by Wall St. Rank hold BSY as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Bentley Systems position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 61 Bentley Systems shares in Q1 2023, an estimated $2.25K.
  • Beaird Harris Wealth Management first reported a position in Bentley Systems in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Bentley Systems position peaked at $2.25K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.