BCWM
BHE icon

Bartlett & Co Wealth Management’s Benchmark Electronics BHE Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-93
Closed -$2.32K – 1110
2022
Q3 		$2.32K Sell
93
-147
-61% -$3.75K ﹤0.01% 1035
2022
Q2 		$5.45K Buy
+240
New +$5.79K ﹤0.01% 996

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's BHE Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Benchmark Electronics (BHE) in Q4 2022, closing a stake of 93 shares — an estimated $2.32K sold.

Bartlett & Co Wealth Management first reported a position in BHE in Q2 2022 and held it in 2 quarters. The position peaked at $5.45K in Q2 2022. 203 funds tracked by Wall St. Rank hold BHE as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Benchmark Electronics position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 93 Benchmark Electronics shares in Q4 2022, an estimated $2.32K.
  • Bartlett & Co Wealth Management first reported a position in Benchmark Electronics in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Benchmark Electronics position peaked at $5.45K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.