WealthShield Partners’s Bentley Systems BSY Stock Holding History

WealthShield Partners’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
2021 Q4	–	Sell	-3,308	Closed	-$201K	–	283
2021 Q3	$201K	Buy	+3,308	New	+$211K	0.05%	227
2021 Q2	–	Sell	-3,751	Closed	-$176K	–	808
2021 Q1	$176K	Buy	+3,751	New	+$172K	0.03%	270

Other funds holding BSY

SIMS

SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

SFI

Siemens Fonds Invest Munich, Germany $2.04B AUM 40.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

WealthShield Partners's BSY Position: Q4 2021 in Review

WealthShield Partners sold out of Bentley Systems (BSY) in Q4 2021, closing a stake of 3,308 shares — an estimated $201K sold.

WealthShield Partners first reported a position in BSY in Q1 2021 and held it in 2 quarters. The position peaked at $201K in Q3 2021. 257 funds tracked by Wall St. Rank hold BSY as of Q4 2021.

WealthShield Partners reported no remaining Bentley Systems position as of Q4 2021 after selling out during the quarter.
WealthShield Partners sold 3,308 Bentley Systems shares in Q4 2021, an estimated $201K.
WealthShield Partners first reported a position in Bentley Systems in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Bentley Systems position peaked at $201K in Q3 2021.
257 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.