FWM
BSY icon

Frontier Wealth Management’s Bentley Systems BSY Stock Holding History

Frontier 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
2022
Q2 		$4.11M Buy
123,448
+21,516
+21% +$790K 0.3% 76
2022
Q1 		$4.3M Buy
101,932
+25,611
+34% +$1.02M 0.05% 69
2021
Q4 		$3.69M Buy
76,321
+1,763
+2% +$95.3K 0.24% 85
2021
Q3 		$4.52M Buy
74,558
+3
+0% +$191 0.31% 66
2021
Q2 		$4.83M Sell
74,555
-10,972
-13% -$603K 0.34% 62
2021
Q1 		$4.01M Buy
85,527
+45,840
+116% +$2.1M 0.31% 65
2020
Q4 		$1.61M Buy
39,687
+24,287
+158% +$861K 0.13% 123
2020
Q3 		$484K Buy
+15,400
New +$497K 0.04% 219

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 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 $5.7T AUM 30.48% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return