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Liberty Wealth Management’s Benchmark Electronics BHE Stock Holding History

Liberty 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
Q4 		– Sell
-830
Closed -$22K – 268
2021
Q3 		$22K Buy
830
+418
+101% +$11.1K 0.01% 614
2021
Q2 		$12K Sell
412
-6
-1% -$181 ﹤0.01% 607
2021
Q1 		$11K Hold
418
– – 0.01% 566
2020
Q4 		$11K Buy
418
+11
+3% +$260 0.01% 561
2020
Q3 		$8K Buy
407
+212
+109% +$4.31K ﹤0.01% 548
2020
Q2 		$4K Buy
195
+1
+0.5% +$21 ﹤0.01% 636
2020
Q1 		$4K Sell
194
-12
-6% -$340 ﹤0.01% 603
2019
Q4 		$7K Buy
206
+1
+0.5% +$33 0.01% 608
2019
Q3 		$6K Buy
205
+1
+0.5% +$27 0.01% 602
2019
Q2 		$5K Buy
204
+1
+0.5% +$26 ﹤0.01% 650
2019
Q1 		$5K Buy
203
+1
+0.5% +$26 ﹤0.01% 536
2018
Q4 		$4K Buy
+202
New +$4.65K ﹤0.01% 575

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty Wealth Management's BHE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Benchmark Electronics (BHE) in Q4 2021, closing a stake of 830 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in BHE in Q4 2018 and held it in 12 quarters. The position peaked at $22K in Q3 2021. 173 funds tracked by Wall St. Rank hold BHE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Benchmark Electronics position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 830 Benchmark Electronics shares in Q4 2021, an estimated $22K.
  • Liberty Wealth Management first reported a position in Benchmark Electronics in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Benchmark Electronics position peaked at $22K in Q3 2021.
  • 173 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.