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Kingsview Wealth Management’s Benchmark Electronics BHE Stock Holding History

Kingsview Wealth Management’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
2021
Q3 		– Sell
-24,008
Closed -$685K – 896
2021
Q2 		$685K Buy
+24,008
New +$724K 0.03% 476

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
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State Street
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Kingsview Wealth Management's BHE Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Benchmark Electronics (BHE) in Q3 2021, closing a stake of 24,008 shares — an estimated $685K sold.

Kingsview Wealth Management first reported a position in BHE in Q2 2021 and held it in 1 quarter. The position peaked at $685K in Q2 2021. 185 funds tracked by Wall St. Rank hold BHE as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Benchmark Electronics position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 24,008 Benchmark Electronics shares in Q3 2021, an estimated $685K.
  • Kingsview Wealth Management first reported a position in Benchmark Electronics in Q2 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Benchmark Electronics position peaked at $685K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.