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Financial Gravity Companies’s Bentley Systems BSY Stock Holding History

Financial Gravity Companies’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
Q4 		$514 Sell
11
-30
-73% -$1.46K ﹤0.01% 861
2024
Q3 		$2.08K Buy
+41
New +$2.02K ﹤0.01% 502

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's BSY Position: Q4 2024 in Review

Financial Gravity Companies reduced its Bentley Systems (BSY) stake by 73% in Q4 2024, selling an estimated $1.46K and leaving 11 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Financial Gravity Companies first reported a position in BSY in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.08K in Q3 2024. 434 funds tracked by Wall St. Rank hold BSY as of Q4 2024.

  • Financial Gravity Companies held 11 shares of Bentley Systems worth $514 as of Q4 2024.
  • Financial Gravity Companies sold 30 Bentley Systems shares in Q4 2024, an estimated $1.46K.
  • Bentley Systems made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #861 holding.
  • Financial Gravity Companies first reported a position in Bentley Systems in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Bentley Systems position peaked at $2.08K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.