HWMA
BHE icon

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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B 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 $653B AUM 32.41% 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