Glassman Wealth Services’s Benchmark Electronics BHE Stock Holding History

Glassman Wealth Services’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	-14	Closed	-$387	–	398
2023 Q4	$387	Buy	+14	New	+$353	﹤0.01%	1767
2023 Q2	–	Sell	-41	Closed	-$971	–	1913
2023 Q1	$971	Hold	41	–	–	﹤0.01%	1444
2022 Q4	$1.09K	Hold	41	–	–	﹤0.01%	1400
2022 Q3	$1K	Buy	+41	New	+$1.05K	﹤0.01%	1338
2021 Q4	–	Sell	-14	Closed	–	–	1641
2021 Q3	$0	Sell	14 -1	-7%	-$27	﹤0.01%	1591
2021 Q2	$0	Hold	15	–	–	﹤0.01%	1454
2021 Q1	$0	Buy	+15	New	+$430	﹤0.01%	1397
2020 Q1	–	Sell	-21	Closed	-$1K	–	1146
2019 Q4	$1K	Hold	21	–	–	﹤0.01%	858
2019 Q3	$1K	Buy	+21	New	+$561	﹤0.01%	789
2019 Q2	–	Sell	-8	Closed	–	–	1085
2019 Q1	$0	Buy	+8	New	+$205	﹤0.01%	1034
2018 Q2	–	Sell	-11	Closed	–	–	806
2018 Q1	$0	Buy	+11	New	+$330	﹤0.01%	747

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

Glassman Wealth Services's BHE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Benchmark Electronics (BHE) in Q1 2024, closing a stake of 14 shares — an estimated $387 sold.

Glassman Wealth Services first reported a position in BHE in Q1 2018 and held it in 11 quarters. The position peaked at $1.09K in Q4 2022. 225 funds tracked by Wall St. Rank hold BHE as of Q1 2024.

Glassman Wealth Services reported no remaining Benchmark Electronics position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 14 Benchmark Electronics shares in Q1 2024, an estimated $387.
Glassman Wealth Services first reported a position in Benchmark Electronics in Q1 2018 and held it in 11 quarters.
Glassman Wealth Services's Benchmark Electronics position peaked at $1.09K in Q4 2022.
225 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.