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Steward Financial Group’s Bentley Systems BSY Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+51
New +$2.57K ﹤0.01% 934
2023
Q2 		– Sell
-39
Closed -$1K – 538
2023
Q1 		$1K Buy
39
+35
+875% +$1.39K ﹤0.01% 590
2022
Q4 		$0 Buy
+4
New +$145 ﹤0.01% 577

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Financial Group's BSY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Bentley Systems (BSY) in Q3 2023: 51 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BSY as recently as Q1 2023.

Steward Financial Group first reported a position in BSY in Q4 2022 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold BSY as of Q3 2023.

  • Steward Financial Group held 51 shares of Bentley Systems worth $2K as of Q3 2023.
  • Bentley Systems was a new Steward Financial Group position in Q3 2023.
  • Bentley Systems made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #934 holding.
  • Steward Financial Group first reported a position in Bentley Systems in Q4 2022 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.