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	Sell	56 -2,572	-98%	-$141K	﹤0.01%	568
2021 Q1	$56K	Buy	+2,628	New	+$120K	﹤0.01%	550

Other funds holding BSY

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

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return