Cetera Investment Advisers
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Cetera Investment Advisers’s Benchmark Electronics BHE Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-4,771
Closed -$217K – 3986
2024
Q4 		$217K Sell
4,771
-9,969
-68% -$463K ﹤0.01% 3373
2024
Q3 		$653K Sell
14,740
-4,279
-22% -$179K ﹤0.01% 2437
2024
Q2 		$750K Buy
+19,019
New +$700K ﹤0.01% 2280

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Cetera Investment Advisers's BHE Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Benchmark Electronics (BHE) in Q1 2025, closing a stake of 4,771 shares — an estimated $217K sold.

Cetera Investment Advisers first reported a position in BHE in Q2 2024 and held it in 3 quarters. The position peaked at $750K in Q2 2024. 230 funds tracked by Wall St. Rank hold BHE as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Benchmark Electronics position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 4,771 Benchmark Electronics shares in Q1 2025, an estimated $217K.
  • Cetera Investment Advisers first reported a position in Benchmark Electronics in Q2 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's Benchmark Electronics position peaked at $750K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.