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Raymond James Trust’s Bentley Systems BSY Stock Holding History

Raymond James Trust’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
2024
Q3 		$293K Buy
5,757
+1,177
+26% +$57.9K 0.01% 1052
2024
Q2 		$226K Buy
+4,580
New +$238K 0.01% 1132

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Raymond James Trust's BSY Position: Q3 2024 in Review

Raymond James Trust increased its Bentley Systems (BSY) stake by 26% in Q3 2024, buying an estimated $57.9K and bringing the position to 5,757 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1052.

Raymond James Trust first reported a position in BSY in Q2 2024 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold BSY as of Q3 2024.

  • Raymond James Trust held 5,757 shares of Bentley Systems worth $293K as of Q3 2024.
  • Raymond James Trust bought 1,177 Bentley Systems shares in Q3 2024, an estimated $57.9K.
  • Bentley Systems made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1052 holding.
  • Raymond James Trust first reported a position in Bentley Systems in Q2 2024 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.