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Bogart Wealth LLC’s Bentley Systems BSY Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$35 Sell
1
-12
-92% -$441 ﹤0.01% 1784
2025
Q4 		$496 Hold
13
– – ﹤0.01% 1476
2025
Q3 		$669 Hold
13
– – ﹤0.01% 1346
2025
Q2 		$702 Hold
13
– – ﹤0.01% 1269
2025
Q1 		$511 Hold
13
– – ﹤0.01% 1273
2024
Q4 		$607 Buy
+13
New +$634 ﹤0.01% 1258
2023
Q3 		– Hold
0
– – – 1076
2023
Q2 		– Sell
-75
Closed -$3.5K – 1058
2023
Q1 		$3.22K Hold
75
– – ﹤0.01% 819
2022
Q4 		$2.77K Sell
75
-249
-77% -$9.03K ﹤0.01% 762
2022
Q3 		$10K Buy
324
+249
+332% +$9.1K ﹤0.01% 534
2022
Q2 		$2K Hold
75
– – ﹤0.01% 760
2022
Q1 		$3K Buy
75
+25
+50% +$997 ﹤0.01% 625
2021
Q4 		$2K Hold
50
– – ﹤0.01% 640
2021
Q3 		$3K Hold
50
– – ﹤0.01% 583
2021
Q2 		$3K Hold
50
– – ﹤0.01% 561
2021
Q1 		$2K Hold
50
– – ﹤0.01% 543
2020
Q4 		$2K Buy
+50
New +$1.77K ﹤0.01% 399

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return