GoalVest Advisory’s Benchmark Electronics BHE Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-174	Closed	-$4.22K	–	386
2023 Q3	$4.22K	Sell	174 -5	-3%	-$127	﹤0.01%	357
2023 Q2	$4.62K	Buy	+179	New	+$4.14K	﹤0.01%	307

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

GoalVest Advisory's BHE Position: Q4 2023 in Review

GoalVest Advisory sold out of Benchmark Electronics (BHE) in Q4 2023, closing a stake of 174 shares — an estimated $4.22K sold.

GoalVest Advisory first reported a position in BHE in Q2 2023 and held it in 2 quarters. The position peaked at $4.62K in Q2 2023. 199 funds tracked by Wall St. Rank hold BHE as of Q4 2023.

GoalVest Advisory reported no remaining Benchmark Electronics position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 174 Benchmark Electronics shares in Q4 2023, an estimated $4.22K.
GoalVest Advisory first reported a position in Benchmark Electronics in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Benchmark Electronics position peaked at $4.62K in Q2 2023.
199 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.