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KLR Investment Advisors’s Bentley Systems BSY Stock Holding History

KLR Investment 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
2024
Q1 		$705K Sell
13,257
-345
-3% -$17.4K 0.51% 48
2023
Q4 		$710K Buy
13,602
+479
+4% +$24.6K 0.51% 44
2023
Q3 		$564K Sell
13,123
-791
-6% -$39.8K 0.51% 49
2023
Q2 		$755K Buy
13,914
+177
+1% +$8.26K 0.62% 36
2023
Q1 		$591K Sell
13,737
-82
-0.6% -$3.26K 0.52% 49
2022
Q4 		$511K Buy
+13,819
New +$501K 0.42% 64

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KLR Investment Advisors's BSY Position: Q1 2024 in Review

KLR Investment Advisors reduced its Bentley Systems (BSY) stake by 2.5% in Q1 2024, selling an estimated $17.4K and leaving 13,257 shares worth $705K. The position accounts for 0.51% of the portfolio, ranked #48.

KLR Investment Advisors first reported a position in BSY in Q4 2022 and has held it in 6 quarters since. The position peaked at $755K in Q2 2023. 382 funds tracked by Wall St. Rank hold BSY as of Q1 2024.

  • KLR Investment Advisors held 13,257 shares of Bentley Systems worth $705K as of Q1 2024.
  • KLR Investment Advisors sold 345 Bentley Systems shares in Q1 2024, an estimated $17.4K.
  • Bentley Systems made up 0.51% of KLR Investment Advisors's portfolio in Q1 2024, its #48 holding.
  • KLR Investment Advisors first reported a position in Bentley Systems in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Bentley Systems position peaked at $755K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.