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Robertson Stephens Wealth Management’s Bentley Systems BSY Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-13,223
Closed -$672K – 574
2024
Q3 		$672K Buy
+13,223
New +$651K 0.02% 349

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Robertson Stephens Wealth Management's BSY Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Bentley Systems (BSY) in Q4 2024, closing a stake of 13,223 shares — an estimated $672K sold.

Robertson Stephens Wealth Management first reported a position in BSY in Q3 2024 and held it in 1 quarter. The position peaked at $672K in Q3 2024. 434 funds tracked by Wall St. Rank hold BSY as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Bentley Systems position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 13,223 Bentley Systems shares in Q4 2024, an estimated $672K.
  • Robertson Stephens Wealth Management first reported a position in Bentley Systems in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Bentley Systems position peaked at $672K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.