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Concourse Financial Group Securities’s Benchmark Electronics BHE Stock Holding History

Concourse Financial Group Securities’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
-140
Closed -$6.84K – 206
2024
Q4 		$6.84K Buy
140
+2
+1% +$93 ﹤0.01% 1805
2024
Q3 		$6.14K Sell
138
-9
-6% -$376 ﹤0.01% 1813
2024
Q2 		$5.82K Sell
147
-5
-3% -$184 ﹤0.01% 1833
2024
Q1 		$4.59K Hold
152
– – ﹤0.01% 1900
2023
Q4 		$4.23K Buy
152
+14
+10% +$353 ﹤0.01% 1890
2023
Q3 		$3.37K Hold
138
– – ﹤0.01% 1903
2023
Q2 		$3.59K Buy
138
+38
+38% +$879 ﹤0.01% 1906
2023
Q1 		$2.38K Sell
100
-51
-34% -$1.29K ﹤0.01% 2025
2022
Q4 		$4.05K Sell
151
-4
-3% -$111 ﹤0.01% 1902
2022
Q3 		$4K Buy
155
+55
+55% +$1.4K ﹤0.01% 1664
2022
Q2 		$2K Hold
100
– – ﹤0.01% 2004
2022
Q1 		$3K Hold
100
– – ﹤0.01% 1941
2021
Q4 		$3K Hold
100
– – ﹤0.01% 2120
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2161
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2122
2021
Q1 		$3K Hold
100
– – ﹤0.01% 2048
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2014
2020
Q3 		$2K Hold
100
– – ﹤0.01% 1984
2020
Q2 		$2K Hold
100
– – ﹤0.01% 1884
2020
Q1 		$2K Hold
100
– – ﹤0.01% 1861
2019
Q4 		$3K Hold
100
– – ﹤0.01% 1742
2019
Q3 		$3K Sell
100
-9,474
-99% -$253K ﹤0.01% 1424
2019
Q2 		$241K Hold
9,574
– – 0.02% 423
2019
Q1 		$250K Buy
9,574
+9,474
+9,474% +$243K 0.03% 413
2018
Q4 		$2K Hold
100
– – ﹤0.01% 1892
2018
Q3 		$2K Buy
+100
New +$2.64K ﹤0.01% 1555

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

Concourse Financial Group Securities's BHE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Benchmark Electronics (BHE) in Q1 2025, closing a stake of 140 shares — an estimated $6.84K sold.

Concourse Financial Group Securities first reported a position in BHE in Q3 2018 and held it in 26 quarters. The position peaked at $250K in Q1 2019. 230 funds tracked by Wall St. Rank hold BHE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Benchmark Electronics position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 140 Benchmark Electronics shares in Q1 2025, an estimated $6.84K.
  • Concourse Financial Group Securities first reported a position in Benchmark Electronics in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Benchmark Electronics position peaked at $250K in Q1 2019.
  • 230 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.