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GoalVest Advisory’s Bentley Systems BSY Stock Holding History

GoalVest Advisory’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
-140
Closed -$7.3K – 419
2023
Q4 		$7.3K Sell
140
-374
-73% -$19.2K ﹤0.01% 272
2023
Q3 		$25.8K Buy
514
+159
+45% +$8K 0.01% 193
2023
Q2 		$19.3K Buy
+355
New +$16.6K 0.01% 204

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GoalVest Advisory's BSY Position: Q1 2024 in Review

GoalVest Advisory sold out of Bentley Systems (BSY) in Q1 2024, closing a stake of 140 shares — an estimated $7.3K sold.

GoalVest Advisory first reported a position in BSY in Q2 2023 and held it in 3 quarters. The position peaked at $25.8K in Q3 2023. 383 funds tracked by Wall St. Rank hold BSY as of Q1 2024.

  • GoalVest Advisory reported no remaining Bentley Systems position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 140 Bentley Systems shares in Q1 2024, an estimated $7.3K.
  • GoalVest Advisory first reported a position in Bentley Systems in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Bentley Systems position peaked at $25.8K in Q3 2023.
  • 383 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.