Belpointe Asset Management’s Bentley Systems BSY Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-757	Closed	-$32.5K	–	954
2023 Q1	$32.5K	Buy	757 +230	+44%	+$9.14K	﹤0.01%	1999
2022 Q4	$19.5K	Buy	+527	New	+$19.1K	﹤0.01%	2205
2021 Q4	–	Sell	-7,529	Closed	-$456K	–	1205
2021 Q3	$456K	Buy	+7,529	New	+$481K	0.03%	538

Other funds holding BSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Belpointe Asset Management's BSY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Bentley Systems (BSY) in Q2 2023, closing a stake of 757 shares — an estimated $32.5K sold.

Belpointe Asset Management first reported a position in BSY in Q3 2021 and held it in 3 quarters. The position peaked at $456K in Q3 2021. 346 funds tracked by Wall St. Rank hold BSY as of Q2 2023.

Belpointe Asset Management reported no remaining Bentley Systems position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 757 Bentley Systems shares in Q2 2023, an estimated $32.5K.
Belpointe Asset Management first reported a position in Bentley Systems in Q3 2021 and held it in 3 quarters.
Belpointe Asset Management's Bentley Systems position peaked at $456K in Q3 2021.
346 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.