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Ethos Financial Group’s Bentley Systems BSY Stock Holding History

Ethos Financial Group’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
-5,002
Closed -$261K – 292
2024
Q1 		$261K Hold
5,002
– – 0.05% 221
2023
Q4 		$261K Hold
5,002
– – 0.06% 214
2023
Q3 		$251K Buy
+5,002
New +$252K 0.06% 146

Other funds holding BSY

Vanguard Group
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Ethos Financial Group's BSY Position: Q2 2024 in Review

Ethos Financial Group sold out of Bentley Systems (BSY) in Q2 2024, closing a stake of 5,002 shares — an estimated $261K sold.

Ethos Financial Group first reported a position in BSY in Q3 2023 and held it in 3 quarters. The position peaked at $261K in Q1 2024. 420 funds tracked by Wall St. Rank hold BSY as of Q2 2024.

  • Ethos Financial Group reported no remaining Bentley Systems position as of Q2 2024 after selling out during the quarter.
  • Ethos Financial Group sold 5,002 Bentley Systems shares in Q2 2024, an estimated $261K.
  • Ethos Financial Group first reported a position in Bentley Systems in Q3 2023 and held it in 3 quarters.
  • Ethos Financial Group's Bentley Systems position peaked at $261K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2024.

Based on Ethos Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.