CAWM
BSY icon

Capital A Wealth Management’s Bentley Systems BSY Stock Holding History

Capital A 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
2025
Q1 		– Sell
-6
Closed -$280 – 735
2024
Q4 		$280 Buy
+6
New +$293 ﹤0.01% 711

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Capital A Wealth Management's BSY Position: Q1 2025 in Review

Capital A Wealth Management sold out of Bentley Systems (BSY) in Q1 2025, closing a stake of 6 shares — an estimated $280 sold.

Capital A Wealth Management first reported a position in BSY in Q4 2024 and held it in 1 quarter. The position peaked at $280 in Q4 2024. 436 funds tracked by Wall St. Rank hold BSY as of Q1 2025.

  • Capital A Wealth Management reported no remaining Bentley Systems position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Bentley Systems shares in Q1 2025, an estimated $280.
  • Capital A Wealth Management first reported a position in Bentley Systems in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Bentley Systems position peaked at $280 in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.