Financial Perspectives’s Bentley Systems BSY Stock Holding History

Financial Perspectives’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 Q3	–	Sell	-56	Closed	-$3.04K	–	706
2023 Q2	$3.04K	Hold	56	–	–	﹤0.01%	552
2023 Q1	$2.41K	Hold	56	–	–	﹤0.01%	563
2022 Q4	$2.07K	Hold	56	–	–	﹤0.01%	581
2022 Q3	$1.71K	Hold	56	–	–	﹤0.01%	592
2022 Q2	$1.86K	Hold	56	–	–	﹤0.01%	592
2022 Q1	$2.47K	Hold	56	–	–	﹤0.01%	587
2021 Q4	$2.71K	Hold	56	–	–	﹤0.01%	556
2021 Q3	$3.4K	Hold	56	–	–	﹤0.01%	551
2021 Q2	$3.63K	Hold	56	–	–	﹤0.01%	568
2021 Q1	$2.63K	Buy	+56	New	+$2.56K	﹤0.01%	563

Other funds holding BSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Perspectives's BSY Position: Q3 2023 in Review

Financial Perspectives sold out of Bentley Systems (BSY) in Q3 2023, closing a stake of 56 shares — an estimated $3.04K sold.

Financial Perspectives first reported a position in BSY in Q1 2021 and held it in 10 quarters. The position peaked at $3.63K in Q2 2021. 342 funds tracked by Wall St. Rank hold BSY as of Q3 2023.

Financial Perspectives reported no remaining Bentley Systems position as of Q3 2023 after selling out during the quarter.
Financial Perspectives sold 56 Bentley Systems shares in Q3 2023, an estimated $3.04K.
Financial Perspectives first reported a position in Bentley Systems in Q1 2021 and held it in 10 quarters.
Financial Perspectives's Bentley Systems position peaked at $3.63K in Q2 2021.
342 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2023.

Based on Financial Perspectives's 13F filing for Q3 2023, filed 10 Jan 2024.