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HighPoint Advisor Group’s Bentley Systems BSY Stock Holding History

HighPoint Advisor Group’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
Q4 		– Sell
-8,015
Closed -$388K – 704
2024
Q3 		$388K Sell
8,015
-189
-2% -$9.3K 0.02% 417
2024
Q2 		$393K Buy
8,204
+68
+0.8% +$3.53K 0.02% 408
2024
Q1 		$446K Sell
8,136
-245
-3% -$12.3K 0.03% 372
2023
Q4 		$429K Buy
+8,381
New +$431K 0.03% 388
2021
Q3 		$213K Buy
+3,511
New +$224K 0.02% 499

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighPoint Advisor Group's BSY Position: Q4 2024 in Review

HighPoint Advisor Group sold out of Bentley Systems (BSY) in Q4 2024, closing a stake of 8,015 shares — an estimated $388K sold.

HighPoint Advisor Group first reported a position in BSY in Q3 2021 and held it in 5 quarters. The position peaked at $446K in Q1 2024. 434 funds tracked by Wall St. Rank hold BSY as of Q4 2024.

  • HighPoint Advisor Group reported no remaining Bentley Systems position as of Q4 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 8,015 Bentley Systems shares in Q4 2024, an estimated $388K.
  • HighPoint Advisor Group first reported a position in Bentley Systems in Q3 2021 and held it in 5 quarters.
  • HighPoint Advisor Group's Bentley Systems position peaked at $446K in Q1 2024.
  • 434 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2024.

Based on HighPoint Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.