WWP
BSY icon

WR Wealth Planners’s Bentley Systems BSY Stock Holding History

WR Wealth Planners’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
Q4 		$277K Sell
5,942
-724
-11% -$35.3K 0.09% 135
2024
Q3 		$339K Buy
6,666
+231
+4% +$11.4K 0.09% 134
2024
Q2 		$318K Buy
6,435
+275
+4% +$14.3K 0.1% 127
2024
Q1 		$322K Buy
6,160
+400
+7% +$20.1K 0.1% 131
2023
Q4 		$301K Buy
5,760
+755
+15% +$38.8K 0.11% 144
2023
Q3 		$251K Buy
+5,005
New +$252K 0.1% 150

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's BSY Position: Q4 2024 in Review

WR Wealth Planners reduced its Bentley Systems (BSY) stake by 11% in Q4 2024, selling an estimated $35.3K and leaving 5,942 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #135.

WR Wealth Planners first reported a position in BSY in Q3 2023 and has held it in 6 quarters since. The position peaked at $339K in Q3 2024. 434 funds tracked by Wall St. Rank hold BSY as of Q4 2024.

  • WR Wealth Planners held 5,942 shares of Bentley Systems worth $277K as of Q4 2024.
  • WR Wealth Planners sold 724 Bentley Systems shares in Q4 2024, an estimated $35.3K.
  • Bentley Systems made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #135 holding.
  • WR Wealth Planners first reported a position in Bentley Systems in Q3 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Bentley Systems position peaked at $339K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.