Heritage Wealth Management (Arizona)’s Benchmark Electronics BHE Stock Holding History

Heritage Wealth Management (Arizona)’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	$256K	Sell	6,488 -1,003	-13%	-$36.9K	0.14%	134
2024 Q1	$225K	Buy	+7,491	New	+$216K	0.11%	166
2022 Q4	$528K	Buy	19,788 +9,495	+92%	+$263K	0.08%	203
2022 Q3	$255K	Buy	10,293 +211	+2%	+$5.39K	0.08%	180
2022 Q2	$227K	Buy	10,082 +1,058	+12%	+$25.5K	0.08%	213
2022 Q1	$226K	Buy	+9,024	New	+$230K	0.06%	252
2021 Q3	$108K	Buy	4,048 +891	+28%	+$23.6K	0.04%	322
2021 Q2	$90K	Buy	3,157 +1,187	+60%	+$35.8K	0.03%	352
2021 Q1	$61K	Buy	+1,970	New	+$56.4K	0.03%	336

Other funds holding BHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s BHE Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Benchmark Electronics (BHE) stake by 13% in Q2 2024, selling an estimated $36.9K and leaving 6,488 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #134.

Heritage Wealth Management (Arizona) first reported a position in BHE in Q1 2021 and has held it in 9 quarters since. The position peaked at $528K in Q4 2022. 235 funds tracked by Wall St. Rank hold BHE as of Q2 2024.

Heritage Wealth Management (Arizona) held 6,488 shares of Benchmark Electronics worth $256K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 1,003 Benchmark Electronics shares in Q2 2024, an estimated $36.9K.
Benchmark Electronics made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #134 holding.
Heritage Wealth Management (Arizona) first reported a position in Benchmark Electronics in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Benchmark Electronics position peaked at $528K in Q4 2022.
235 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.