SW
BSY icon

Simplicity Wealth’s Bentley Systems BSY Stock Holding History

Simplicity Wealth’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 		– Sell
-5,550
Closed -$274K – 575
2024
Q2 		$274K Buy
5,550
+26
+0.5% +$1.35K 0.01% 982
2024
Q1 		$288K Buy
+5,524
New +$278K 0.01% 931

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Wealth's BSY Position: Q3 2024 in Review

Simplicity Wealth sold out of Bentley Systems (BSY) in Q3 2024, closing a stake of 5,550 shares — an estimated $274K sold.

Simplicity Wealth first reported a position in BSY in Q1 2024 and held it in 2 quarters. The position peaked at $288K in Q1 2024. 413 funds tracked by Wall St. Rank hold BSY as of Q3 2024.

  • Simplicity Wealth reported no remaining Bentley Systems position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,550 Bentley Systems shares in Q3 2024, an estimated $274K.
  • Simplicity Wealth first reported a position in Bentley Systems in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Bentley Systems position peaked at $288K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.