Laurel Wealth Advisors (California)’s Bentley Systems BSY Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$713K	Sell	19,295 -1,053	-5%	-$38.2K	0.07%	286
2022 Q3	$622K	Buy	20,348 +5,744	+39%	+$210K	0.07%	301
2022 Q2	$486K	Hold	14,604	–	–	0.05%	366
2022 Q1	$645K	Buy	14,604 +6,006	+70%	+$240K	0.05%	347
2021 Q4	$416K	Buy	+8,598	New	+$465K	0.03%	509

Other funds holding BSY

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

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

BlackRock New York $6.73T AUM 46.02% 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

SPT

Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return

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

SFI

Siemens Fonds Invest Munich, Germany $2.04B AUM 40.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s BSY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Bentley Systems (BSY) stake by 5.2% in Q4 2022, selling an estimated $38.2K and leaving 19,295 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #286.

Laurel Wealth Advisors (California) first reported a position in BSY in Q4 2021 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold BSY as of Q4 2022.

Laurel Wealth Advisors (California) held 19,295 shares of Bentley Systems worth $713K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,053 Bentley Systems shares in Q4 2022, an estimated $38.2K.
Bentley Systems made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #286 holding.
Laurel Wealth Advisors (California) first reported a position in Bentley Systems in Q4 2021 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.