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Simplicity Solutions’s Bentley Systems BSY Stock Holding History

Simplicity Solutions’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
2023
Q4 		$288K Buy
5,519
+997
+22% +$51.2K 0.01% 854
2023
Q3 		$227K Buy
4,522
+445
+11% +$22.4K 0.01% 861
2023
Q2 		$221K Buy
+4,077
New +$190K 0.01% 938

Other funds holding BSY

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's BSY Position: Q4 2023 in Review

Simplicity Solutions increased its Bentley Systems (BSY) stake by 22% in Q4 2023, buying an estimated $51.2K and bringing the position to 5,519 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #854.

Simplicity Solutions first reported a position in BSY in Q2 2023 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold BSY as of Q4 2023.

  • Simplicity Solutions held 5,519 shares of Bentley Systems worth $288K as of Q4 2023.
  • Simplicity Solutions bought 997 Bentley Systems shares in Q4 2023, an estimated $51.2K.
  • Bentley Systems made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #854 holding.
  • Simplicity Solutions first reported a position in Bentley Systems in Q2 2023 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.