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Concord Wealth Partners’s Bentley Systems BSY Stock Holding History

Concord Wealth 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
Q1 		– Sell
-355
Closed -$13.1K – 1023
2022
Q4 		$13.1K Buy
+355
New +$12.9K ﹤0.01% 599
2022
Q3 		– Sell
-355
Closed -$12K – 286
2022
Q2 		$12K Buy
355
+310
+689% +$11.4K ﹤0.01% 642
2022
Q1 		$2K Sell
45
-223
-83% -$8.9K ﹤0.01% 1071
2021
Q4 		$13K Buy
+268
New +$14.5K ﹤0.01% 727

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's BSY Position: Q1 2023 in Review

Concord Wealth Partners sold out of Bentley Systems (BSY) in Q1 2023, closing a stake of 355 shares — an estimated $13.1K sold.

Concord Wealth Partners first reported a position in BSY in Q4 2021 and held it in 4 quarters. The position peaked at $13.1K in Q4 2022. 319 funds tracked by Wall St. Rank hold BSY as of Q1 2023.

  • Concord Wealth Partners reported no remaining Bentley Systems position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 355 Bentley Systems shares in Q1 2023, an estimated $13.1K.
  • Concord Wealth Partners first reported a position in Bentley Systems in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Bentley Systems position peaked at $13.1K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.