Personal Capital Advisors’s Bentley Systems BSY Stock Holding History

Personal Capital 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
2022 Q4	$481K	Sell	13,008 -41	-0.3%	-$1.49K	﹤0.01%	308
2022 Q3	$399K	Buy	13,049 +41	+0.3%	+$1.5K	﹤0.01%	316
2022 Q2	$433K	Hold	13,008	–	–	﹤0.01%	291
2022 Q1	$575K	Hold	13,008	–	–	﹤0.01%	292
2021 Q4	$629K	Hold	13,008	–	–	﹤0.01%	300
2021 Q3	$789K	Hold	13,008	–	–	﹤0.01%	267
2021 Q2	$843K	Hold	13,008	–	–	﹤0.01%	261
2021 Q1	$610K	Buy	+13,008	New	+$595K	﹤0.01%	282

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

Personal Capital Advisors's BSY Position: Q4 2022 in Review

Personal Capital Advisors reduced its Bentley Systems (BSY) stake by 0.31% in Q4 2022, selling an estimated $1.49K and leaving 13,008 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Personal Capital Advisors first reported a position in BSY in Q1 2021 and has held it in 8 quarters since. The position peaked at $843K in Q2 2021. 313 funds tracked by Wall St. Rank hold BSY as of Q4 2022.

Personal Capital Advisors held 13,008 shares of Bentley Systems worth $481K as of Q4 2022.
Personal Capital Advisors sold 41 Bentley Systems shares in Q4 2022, an estimated $1.49K.
Bentley Systems made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #308 holding.
Personal Capital Advisors first reported a position in Bentley Systems in Q1 2021 and has held it in 8 quarters since.
Personal Capital Advisors's Bentley Systems position peaked at $843K in Q2 2021.
313 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.