FWM
BSY icon

FLP Wealth Management’s Bentley Systems BSY Stock Holding History

FLP Wealth Management’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
2025
Q1 		– Sell
-54
Closed -$2.52K – 103
2024
Q4 		$2.52K Buy
+54
New +$2.63K 0.01% 359

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FLP Wealth Management's BSY Position: Q1 2025 in Review

FLP Wealth Management sold out of Bentley Systems (BSY) in Q1 2025, closing a stake of 54 shares — an estimated $2.52K sold.

FLP Wealth Management first reported a position in BSY in Q4 2024 and held it in 1 quarter. The position peaked at $2.52K in Q4 2024. 436 funds tracked by Wall St. Rank hold BSY as of Q1 2025.

  • FLP Wealth Management reported no remaining Bentley Systems position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 54 Bentley Systems shares in Q1 2025, an estimated $2.52K.
  • FLP Wealth Management first reported a position in Bentley Systems in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Bentley Systems position peaked at $2.52K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.