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Clearstead Advisors’s Bentley Systems BSY Stock Holding History

Clearstead Advisors’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 		$878 Sell
25
-593
-96% -$21.8K ﹤0.01% 2066
2025
Q4 		$23.6K Sell
618
-10
-2% -$456 ﹤0.01% 1664
2025
Q3 		$32.3K Sell
628
-946
-60% -$51.8K ﹤0.01% 1431
2025
Q2 		$84.9K Sell
1,574
-109
-6% -$5.04K ﹤0.01% 1115
2025
Q1 		$66.2K Sell
1,683
-6,427
-79% -$287K ﹤0.01% 1101
2024
Q4 		$379K Sell
8,110
-620
-7% -$30.2K 0.01% 652
2024
Q3 		$444K Sell
8,730
-238
-3% -$11.7K 0.01% 600
2024
Q2 		$443K Buy
8,968
+8,912
+15,914% +$463K 0.01% 569
2024
Q1 		$3.07K Hold
56
– – ﹤0.01% 1253
2023
Q4 		$2.92K Sell
56
-56
-50% -$2.88K ﹤0.01% 1240
2023
Q3 		$5.62K Buy
112
+56
+100% +$2.82K ﹤0.01% 1218
2023
Q2 		$3.04K Sell
56
-55
-50% -$2.57K ﹤0.01% 1098
2023
Q1 		$4.77K Buy
+111
New +$4.41K ﹤0.01% 1026

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