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Heritage Wealth Management (Arizona)’s Bentley Systems BSY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$499K Sell
10,103
-1,548
-13% -$80.3K 0.28% 76
2024
Q1 		$608K Sell
11,651
-652
-5% -$32.8K 0.31% 72
2023
Q4 		$642K Buy
+12,303
New +$632K 0.35% 66
2022
Q4 		$1.16M Buy
31,517
+17,752
+129% +$643K 0.17% 102
2022
Q3 		$421K Buy
13,765
+258
+2% +$9.43K 0.14% 111
2022
Q2 		$450K Buy
13,507
+5,137
+61% +$189K 0.15% 106
2022
Q1 		$370K Buy
+8,370
New +$334K 0.1% 161
2021
Q3 		$174K Buy
2,871
+363
+14% +$23.2K 0.06% 239
2021
Q2 		$162K Buy
2,508
+961
+62% +$52.8K 0.06% 262
2021
Q1 		$73K Buy
+1,547
New +$70.7K 0.04% 302

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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