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FirstPurpose Wealth’s Bentley Systems BSY Stock Holding History

FirstPurpose Wealth’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
Q1 		$243K Sell
4,872
-117
-2% -$5.89K 0.09% 181
2023
Q4 		$260K Buy
4,989
+177
+4% +$9.09K 0.1% 169
2023
Q3 		$241K Buy
4,812
+83
+2% +$4.18K 0.1% 168
2023
Q2 		$256K Buy
+4,729
New +$221K 0.11% 163

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FirstPurpose Wealth's BSY Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Bentley Systems (BSY) stake by 2.3% in Q1 2024, selling an estimated $5.89K and leaving 4,872 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #181.

FirstPurpose Wealth first reported a position in BSY in Q2 2023 and has held it in 4 quarters since. The position peaked at $260K in Q4 2023. 382 funds tracked by Wall St. Rank hold BSY as of Q1 2024.

  • FirstPurpose Wealth held 4,872 shares of Bentley Systems worth $243K as of Q1 2024.
  • FirstPurpose Wealth sold 117 Bentley Systems shares in Q1 2024, an estimated $5.89K.
  • Bentley Systems made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #181 holding.
  • FirstPurpose Wealth first reported a position in Bentley Systems in Q2 2023 and has held it in 4 quarters since.
  • FirstPurpose Wealth's Bentley Systems position peaked at $260K in Q4 2023.
  • 382 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.