MBM Wealth Consultants’s Bentley Systems BSY Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-96	Closed	-$4K	–	285
2022 Q4	$4K	Buy	+96	New	+$3.48K	﹤0.01%	271

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 $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MBM Wealth Consultants's BSY Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Bentley Systems (BSY) in Q1 2023, closing a stake of 96 shares — an estimated $4K sold.

MBM Wealth Consultants first reported a position in BSY in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 319 funds tracked by Wall St. Rank hold BSY as of Q1 2023.

MBM Wealth Consultants reported no remaining Bentley Systems position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 96 Bentley Systems shares in Q1 2023, an estimated $4K.
MBM Wealth Consultants first reported a position in Bentley Systems in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Bentley Systems position peaked at $4K in Q4 2022.
319 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.