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Sowell Financial Services’s Benchmark Electronics BHE Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-167
Closed -$5K – 767
2021
Q1 		$5K Buy
+167
New +$4.78K ﹤0.01% 2579
2020
Q4 		– Sell
-61
Closed -$1K – 2697
2020
Q3 		$1K Hold
61
– – ﹤0.01% 2327
2020
Q2 		$1K Hold
61
– – ﹤0.01% 2252
2020
Q1 		$1K Hold
61
– – ﹤0.01% 2197
2019
Q4 		$2K Hold
61
– – ﹤0.01% 2164
2019
Q3 		$2K Buy
+61
New +$1.63K ﹤0.01% 2044

Other funds holding BHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's BHE Position: Q2 2021 in Review

Sowell Financial Services sold out of Benchmark Electronics (BHE) in Q2 2021, closing a stake of 167 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in BHE in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 184 funds tracked by Wall St. Rank hold BHE as of Q2 2021.

  • Sowell Financial Services reported no remaining Benchmark Electronics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 167 Benchmark Electronics shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Benchmark Electronics in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Benchmark Electronics position peaked at $5K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.