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Center for Financial Planning’s Bentley Systems BSY Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-95
Closed -$3K – 559
2022
Q3 		$3K Buy
+95
New +$3.47K ﹤0.01% 459

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPT
Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Center for Financial Planning's BSY Position: Q4 2022 in Review

Center for Financial Planning sold out of Bentley Systems (BSY) in Q4 2022, closing a stake of 95 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in BSY in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 314 funds tracked by Wall St. Rank hold BSY as of Q4 2022.

  • Center for Financial Planning reported no remaining Bentley Systems position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 95 Bentley Systems shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Bentley Systems in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Bentley Systems position peaked at $3K in Q3 2022.
  • 314 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.