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Emergent Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

Emergent 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
-11,700
Closed -$323K – 106
2023
Q4 		$323K Buy
+11,700
New +$295K 0.3% 68

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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

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

Emergent Wealth Advisors sold out of Benchmark Electronics (BHE) in Q1 2024, closing a stake of 11,700 shares — an estimated $323K sold.

Emergent Wealth Advisors first reported a position in BHE in Q4 2023 and held it in 1 quarter. The position peaked at $323K in Q4 2023. 225 funds tracked by Wall St. Rank hold BHE as of Q1 2024.

  • Emergent Wealth Advisors reported no remaining Benchmark Electronics position as of Q1 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 11,700 Benchmark Electronics shares in Q1 2024, an estimated $323K.
  • Emergent Wealth Advisors first reported a position in Benchmark Electronics in Q4 2023 and held it in 1 quarter.
  • Emergent Wealth Advisors's Benchmark Electronics position peaked at $323K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.