TWA
BSY icon

TCI Wealth Advisors’s Bentley Systems BSY Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-4
Closed -$172 – 499
2023
Q1 		$172 Buy
4
+3
+300% +$119 ﹤0.01% 2353
2022
Q4 		$37 Hold
1
– – ﹤0.01% 2444
2022
Q3 		$0 Buy
+1
New +$37 ﹤0.01% 2272

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCI Wealth Advisors's BSY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Bentley Systems (BSY) in Q2 2023, closing a stake of 4 shares — an estimated $172 sold.

TCI Wealth Advisors first reported a position in BSY in Q3 2022 and held it in 3 quarters. The position peaked at $172 in Q1 2023. 346 funds tracked by Wall St. Rank hold BSY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Bentley Systems position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 Bentley Systems shares in Q2 2023, an estimated $172.
  • TCI Wealth Advisors first reported a position in Bentley Systems in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Bentley Systems position peaked at $172 in Q1 2023.
  • 346 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.