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Carmel Capital Partners’s Bentley Systems BSY Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-360
Closed -$18.1K – 219
2023
Q3 		$18.1K Buy
+360
New +$18.1K 0.01% 363

Other funds holding BSY

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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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carmel Capital Partners's BSY Position: Q4 2023 in Review

Carmel Capital Partners sold out of Bentley Systems (BSY) in Q4 2023, closing a stake of 360 shares — an estimated $18.1K sold.

Carmel Capital Partners first reported a position in BSY in Q3 2023 and held it in 1 quarter. The position peaked at $18.1K in Q3 2023. 382 funds tracked by Wall St. Rank hold BSY as of Q4 2023.

  • Carmel Capital Partners reported no remaining Bentley Systems position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 360 Bentley Systems shares in Q4 2023, an estimated $18.1K.
  • Carmel Capital Partners first reported a position in Bentley Systems in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Bentley Systems position peaked at $18.1K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.