Carolina Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

Carolina Wealth 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 Q1	–	Sell	-19,706	Closed	-$545K	–	226
2023 Q4	$545K	Sell	19,706 -333	-2%	-$8.4K	0.28%	54
2023 Q3	$486K	Buy	20,039 +1,301	+7%	+$33K	0.27%	59
2023 Q2	$484K	Sell	18,738 -11,799	-39%	-$273K	0.29%	47
2023 Q1	$723K	Buy	30,537 +1,931	+7%	+$48.9K	0.42%	31
2022 Q4	$763K	Buy	28,606 +15,112	+112%	+$418K	0.48%	27
2022 Q3	$334K	Hold	13,494	–	–	0.26%	44
2022 Q2	$304K	Buy	13,494 +3,197	+31%	+$77.2K	0.2%	57
2022 Q1	$258K	Buy	10,297 +2,451	+31%	+$62.6K	0.16%	66
2021 Q4	$213K	Buy	+7,846	New	+$202K	0.12%	79

Other funds holding BHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carolina Wealth Advisors's BHE Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of Benchmark Electronics (BHE) in Q1 2024, closing a stake of 19,706 shares — an estimated $545K sold.

Carolina Wealth Advisors first reported a position in BHE in Q4 2021 and held it in 9 quarters. The position peaked at $763K in Q4 2022. 225 funds tracked by Wall St. Rank hold BHE as of Q1 2024.

Carolina Wealth Advisors reported no remaining Benchmark Electronics position as of Q1 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 19,706 Benchmark Electronics shares in Q1 2024, an estimated $545K.
Carolina Wealth Advisors first reported a position in Benchmark Electronics in Q4 2021 and held it in 9 quarters.
Carolina Wealth Advisors's Benchmark Electronics position peaked at $763K in Q4 2022.
225 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.