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SYSTM Wealth Solutions’s Bentley Systems BSY Stock Holding History

SYSTM Wealth 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
2024
Q2 		– Sell
-1,179
Closed -$61.6K – 705
2024
Q1 		$61.6K Sell
1,179
-179
-13% -$9.01K 0.01% 551
2023
Q4 		$70.8K Buy
+1,358
New +$69.8K 0.01% 522

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

SYSTM Wealth Solutions's BSY Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Bentley Systems (BSY) in Q2 2024, closing a stake of 1,179 shares — an estimated $61.6K sold.

SYSTM Wealth Solutions first reported a position in BSY in Q4 2023 and held it in 2 quarters. The position peaked at $70.8K in Q4 2023. 418 funds tracked by Wall St. Rank hold BSY as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Bentley Systems position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,179 Bentley Systems shares in Q2 2024, an estimated $61.6K.
  • SYSTM Wealth Solutions first reported a position in Bentley Systems in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Bentley Systems position peaked at $70.8K in Q4 2023.
  • 418 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.