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Money Concepts Capital’s Benchmark Electronics BHE Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-200
Closed -$5.34K – 709
2022
Q4 		$5.34K Buy
+200
New +$5.54K ﹤0.01% 2315

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's BHE Position: Q1 2023 in Review

Money Concepts Capital sold out of Benchmark Electronics (BHE) in Q1 2023, closing a stake of 200 shares — an estimated $5.34K sold.

Money Concepts Capital first reported a position in BHE in Q4 2022 and held it in 1 quarter. The position peaked at $5.34K in Q4 2022. 196 funds tracked by Wall St. Rank hold BHE as of Q1 2023.

  • Money Concepts Capital reported no remaining Benchmark Electronics position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 Benchmark Electronics shares in Q1 2023, an estimated $5.34K.
  • Money Concepts Capital first reported a position in Benchmark Electronics in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Benchmark Electronics position peaked at $5.34K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.