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Next Financial Group’s Bentley Systems BSY Stock Holding History

Next Financial Group’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
2021
Q4 		$10K Sell
200
-600
-75% -$32.4K ﹤0.01% 2171
2021
Q3 		$49K Buy
800
+500
+167% +$31.9K ﹤0.01% 1410
2021
Q2 		$19K Buy
+300
New +$16.5K ﹤0.01% 1759

Other funds holding BSY

SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Next Financial Group's BSY Position: Q4 2021 in Review

Next Financial Group reduced its Bentley Systems (BSY) stake by 75% in Q4 2021, selling an estimated $32.4K and leaving 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Next Financial Group first reported a position in BSY in Q2 2021 and has held it in 3 quarters since. The position peaked at $49K in Q3 2021. 257 funds tracked by Wall St. Rank hold BSY as of Q4 2021.

  • Next Financial Group held 200 shares of Bentley Systems worth $10K as of Q4 2021.
  • Next Financial Group sold 600 Bentley Systems shares in Q4 2021, an estimated $32.4K.
  • Bentley Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2171 holding.
  • Next Financial Group first reported a position in Bentley Systems in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's Bentley Systems position peaked at $49K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.