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 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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Frontier Wealth Management's BSY Position: Q2 2022 in Review

Frontier Wealth Management increased its Bentley Systems (BSY) stake by 21% in Q2 2022, buying an estimated $790K and bringing the position to 123,448 shares worth $4.11M. The position accounts for 0.3% of the portfolio, ranked #76.

Frontier Wealth Management first reported a position in BSY in Q3 2020 and has held it in 8 quarters since. The position peaked at $4.83M in Q2 2021. 264 funds tracked by Wall St. Rank hold BSY as of Q2 2022.

Frontier Wealth Management held 123,448 shares of Bentley Systems worth $4.11M as of Q2 2022.
Frontier Wealth Management bought 21,516 Bentley Systems shares in Q2 2022, an estimated $790K.
Bentley Systems made up 0.3% of Frontier Wealth Management's portfolio in Q2 2022, its #76 holding.
Frontier Wealth Management first reported a position in Bentley Systems in Q3 2020 and has held it in 8 quarters since.
Frontier Wealth Management's Bentley Systems position peaked at $4.83M in Q2 2021.
264 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.