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Plante Moran Financial Advisors’s Bentley Systems BSY Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-192
Closed -$8.97K – 812
2024
Q4 		$8.97K Buy
+192
New +$9.37K ﹤0.01% 593

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Plante Moran Financial Advisors's BSY Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Bentley Systems (BSY) in Q1 2025, closing a stake of 192 shares — an estimated $8.97K sold.

Plante Moran Financial Advisors first reported a position in BSY in Q4 2024 and held it in 1 quarter. The position peaked at $8.97K in Q4 2024. 436 funds tracked by Wall St. Rank hold BSY as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Bentley Systems position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 192 Bentley Systems shares in Q1 2025, an estimated $8.97K.
  • Plante Moran Financial Advisors first reported a position in Bentley Systems in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Bentley Systems position peaked at $8.97K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.