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Avion Wealth’s Benchmark Electronics BHE Stock Holding History

Avion Wealth’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
2025
Q3 		– Sell
-14
Closed – – 1214
2025
Q2 		$0 Buy
+14
New +$512 ﹤0.01% 1180

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Avion Wealth's BHE Position: Q3 2025 in Review

Avion Wealth sold out of Benchmark Electronics (BHE) in Q3 2025, closing a stake of 14 shares.

Avion Wealth first reported a position in BHE in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 230 funds tracked by Wall St. Rank hold BHE as of Q3 2025.

  • Avion Wealth reported no remaining Benchmark Electronics position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 14 Benchmark Electronics shares in Q3 2025.
  • Avion Wealth first reported a position in Benchmark Electronics in Q2 2025 and held it in 1 quarter.
  • Avion Wealth's Benchmark Electronics position peaked at $0 in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.