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HHM Wealth Advisors’s Bentley Systems BSY Stock Holding History

HHM Wealth Advisors’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
Q3 		– Sell
-143
Closed -$5K – 664
2022
Q2 		$5K Buy
+143
New +$5.25K ﹤0.01% 631

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Artisan Partners
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

HHM Wealth Advisors's BSY Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Bentley Systems (BSY) in Q3 2022, closing a stake of 143 shares — an estimated $5K sold.

HHM Wealth Advisors first reported a position in BSY in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 288 funds tracked by Wall St. Rank hold BSY as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Bentley Systems position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 143 Bentley Systems shares in Q3 2022, an estimated $5K.
  • HHM Wealth Advisors first reported a position in Bentley Systems in Q2 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's Bentley Systems position peaked at $5K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.