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Avior Wealth Management’s Benchmark Electronics BHE Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-7
Closed -$210 – 2434
2024
Q1 		$210 Buy
+7
New +$202 ﹤0.01% 2853

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Avior Wealth Management's BHE Position: Q2 2024 in Review

Avior Wealth Management sold out of Benchmark Electronics (BHE) in Q2 2024, closing a stake of 7 shares — an estimated $210 sold.

Avior Wealth Management first reported a position in BHE in Q1 2024 and held it in 1 quarter. The position peaked at $210 in Q1 2024. 233 funds tracked by Wall St. Rank hold BHE as of Q2 2024.

  • Avior Wealth Management reported no remaining Benchmark Electronics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Benchmark Electronics shares in Q2 2024, an estimated $210.
  • Avior Wealth Management first reported a position in Benchmark Electronics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Benchmark Electronics position peaked at $210 in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.