Intercontinental Wealth Advisors’s Bentley Systems BSY Stock Holding History

Intercontinental 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
2023 Q2	$873K	Buy	16,105 +569	+4%	+$26.5K	0.21%	112
2023 Q1	$668K	Sell	15,536 -260	-2%	-$10.3K	0.17%	140
2022 Q4	$584K	Buy	15,796 +21	+0.1%	+$761	0.17%	136
2022 Q3	$483K	Buy	15,775 +293	+2%	+$10.7K	0.15%	154
2022 Q2	$516K	Buy	15,482 +4,431	+40%	+$163K	0.14%	158
2022 Q1	$488K	Buy	11,051 +2,856	+35%	+$114K	0.11%	182
2021 Q4	$396K	Buy	8,195 +3,542	+76%	+$192K	0.08%	209
2021 Q3	$282K	Sell	4,653 -687	-13%	-$43.8K	0.07%	236
2021 Q2	$346K	Buy	5,340 +793	+17%	+$43.6K	0.07%	221
2021 Q1	$213K	Buy	+4,547	New	+$208K	0.05%	261

Other funds holding BSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intercontinental Wealth Advisors's BSY Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Bentley Systems (BSY) stake by 3.7% in Q2 2023, buying an estimated $26.5K and bringing the position to 16,105 shares worth $873K. The position accounts for 0.21% of the portfolio, ranked #112.

Intercontinental Wealth Advisors first reported a position in BSY in Q1 2021 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold BSY as of Q2 2023.

Intercontinental Wealth Advisors held 16,105 shares of Bentley Systems worth $873K as of Q2 2023.
Intercontinental Wealth Advisors bought 569 Bentley Systems shares in Q2 2023, an estimated $26.5K.
Bentley Systems made up 0.21% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #112 holding.
Intercontinental Wealth Advisors first reported a position in Bentley Systems in Q1 2021 and has held it in 10 quarters since.
346 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.