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Atria Wealth Solutions’s Benchmark Electronics BHE Stock Holding History

Atria Wealth Solutions’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,811
Closed -$291K – 1757
2022
Q2 		$291K Buy
+12,811
New +$309K 0.01% 1226

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Atria Wealth Solutions's BHE Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Benchmark Electronics (BHE) in Q3 2022, closing a stake of 12,811 shares — an estimated $291K sold.

Atria Wealth Solutions first reported a position in BHE in Q2 2022 and held it in 1 quarter. The position peaked at $291K in Q2 2022. 188 funds tracked by Wall St. Rank hold BHE as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Benchmark Electronics position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,811 Benchmark Electronics shares in Q3 2022, an estimated $291K.
  • Atria Wealth Solutions first reported a position in Benchmark Electronics in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Benchmark Electronics position peaked at $291K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.