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Glassman Wealth Services’s Bentley Systems BSY Stock Holding History

Glassman Wealth Services’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 		– Sell
-82
Closed -$4.28K – 447
2023
Q4 		$4.28K Hold
82
– – ﹤0.01% 1121
2023
Q3 		$4.11K Hold
82
– – ﹤0.01% 1130
2023
Q2 		$4.45K Hold
82
– – ﹤0.01% 1031
2023
Q1 		$3.52K Buy
82
+5
+6% +$199 ﹤0.01% 1089
2022
Q4 		$2.85K Buy
77
+40
+108% +$1.45K ﹤0.01% 1174
2022
Q3 		$1K Hold
37
– – ﹤0.01% 1346
2022
Q2 		$1K Buy
37
+17
+85% +$624 ﹤0.01% 1363
2022
Q1 		$1K Buy
+20
New +$798 ﹤0.01% 1345

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BlackRock
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Artisan Partners
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State Street
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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 $94.8B AUM 24.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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