DF
BSY icon

Donoghue Forlines’s Bentley Systems BSY Stock Holding History

Donoghue Forlines’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
2024
Q2 		– Sell
-4,983
Closed -$260K – 225
2024
Q1 		$260K Sell
4,983
-24,559
-83% -$1.24M 0.07% 210
2023
Q4 		$1.54M Sell
29,542
-1,351
-4% -$69.4K 0.48% 45
2023
Q3 		$1.55M Sell
30,893
-588
-2% -$29.6K 0.55% 34
2023
Q2 		$1.71M Sell
31,481
-5,025
-14% -$234K 0.53% 33
2023
Q1 		$1.57M Sell
36,506
-2,785
-7% -$111K 0.57% 29
2022
Q4 		$1.45M Buy
39,291
+32,621
+489% +$1.18M 0.51% 42
2022
Q3 		$204K Sell
6,670
-11,340
-63% -$415K 0.07% 229
2022
Q2 		$600K Sell
18,010
-1,521
-8% -$55.9K 0.16% 183
2022
Q1 		$863K Buy
19,531
+6,906
+55% +$276K 0.19% 174
2021
Q4 		$610K Buy
12,625
+3,882
+44% +$210K 0.1% 213
2021
Q3 		$530K Buy
+8,743
New +$558K 0.1% 180

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return