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Kelly Financial Services’s Bentley Systems BSY Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-117
Closed -$5.79K – 197
2024
Q2 		$5.79K Hold
117
– – ﹤0.01% 481
2024
Q1 		$6.12K Hold
117
– – ﹤0.01% 482
2023
Q4 		$6.11K Buy
117
+32
+38% +$1.64K ﹤0.01% 455
2023
Q3 		$4.26K Buy
+85
New +$4.28K ﹤0.01% 469

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kelly Financial Services's BSY Position: Q3 2024 in Review

Kelly Financial Services sold out of Bentley Systems (BSY) in Q3 2024, closing a stake of 117 shares — an estimated $5.79K sold.

Kelly Financial Services first reported a position in BSY in Q3 2023 and held it in 4 quarters. The position peaked at $6.12K in Q1 2024. 413 funds tracked by Wall St. Rank hold BSY as of Q3 2024.

  • Kelly Financial Services reported no remaining Bentley Systems position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 117 Bentley Systems shares in Q3 2024, an estimated $5.79K.
  • Kelly Financial Services first reported a position in Bentley Systems in Q3 2023 and held it in 4 quarters.
  • Kelly Financial Services's Bentley Systems position peaked at $6.12K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.