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Financial Synergies Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

Financial Synergies 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
Q2 		– Sell
-33
Closed -$991 – 115
2024
Q1 		$991 Sell
33
-6
-15% -$173 ﹤0.01% 409
2023
Q4 		$1.04K Buy
39
+6
+18% +$151 ﹤0.01% 319
2023
Q3 		$801 Hold
33
– – ﹤0.01% 405
2023
Q2 		$853 Sell
33
-6
-15% -$139 ﹤0.01% 396
2023
Q1 		$924 Hold
39
– – ﹤0.01% 384
2022
Q4 		$1.04K Hold
39
– – ﹤0.01% 319
2022
Q3 		$967 Buy
+39
New +$996 ﹤0.01% 300

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Financial Synergies Wealth Advisors's BHE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Benchmark Electronics (BHE) in Q2 2024, closing a stake of 33 shares — an estimated $991 sold.

Financial Synergies Wealth Advisors first reported a position in BHE in Q3 2022 and held it in 7 quarters. The position peaked at $1.04K in Q4 2023. 233 funds tracked by Wall St. Rank hold BHE as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Benchmark Electronics position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 33 Benchmark Electronics shares in Q2 2024, an estimated $991.
  • Financial Synergies Wealth Advisors first reported a position in Benchmark Electronics in Q3 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's Benchmark Electronics position peaked at $1.04K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.