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Capital Performance Advisors’s Benchmark Electronics BHE Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-109
Closed -$4.83K – 473
2024
Q3 		$4.83K Buy
+109
New +$4.55K ﹤0.01% 1123

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Performance Advisors's BHE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Benchmark Electronics (BHE) in Q4 2024, closing a stake of 109 shares — an estimated $4.83K sold.

Capital Performance Advisors first reported a position in BHE in Q3 2024 and held it in 1 quarter. The position peaked at $4.83K in Q3 2024. 235 funds tracked by Wall St. Rank hold BHE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Benchmark Electronics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 109 Benchmark Electronics shares in Q4 2024, an estimated $4.83K.
  • Capital Performance Advisors first reported a position in Benchmark Electronics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Benchmark Electronics position peaked at $4.83K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.