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Mitchell & Pahl Private Wealth’s Bentley Systems BSY Stock Holding History

Mitchell & Pahl Private Wealth’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
Q2 		– Sell
-4,936
Closed -$218K – 160
2022
Q1 		$218K Buy
+4,936
New +$197K 0.14% 159

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mitchell & Pahl Private Wealth's BSY Position: Q2 2022 in Review

Mitchell & Pahl Private Wealth sold out of Bentley Systems (BSY) in Q2 2022, closing a stake of 4,936 shares — an estimated $218K sold.

Mitchell & Pahl Private Wealth first reported a position in BSY in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 264 funds tracked by Wall St. Rank hold BSY as of Q2 2022.

  • Mitchell & Pahl Private Wealth reported no remaining Bentley Systems position as of Q2 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 4,936 Bentley Systems shares in Q2 2022, an estimated $218K.
  • Mitchell & Pahl Private Wealth first reported a position in Bentley Systems in Q1 2022 and held it in 1 quarter.
  • Mitchell & Pahl Private Wealth's Bentley Systems position peaked at $218K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.