Sutton Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

Sutton Wealth Advisors’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	-817	Closed	-$21.8K	–	894
2022 Q4	$21.8K	Hold	817	–	–	0.01%	660
2022 Q3	$20.2K	Hold	817	–	–	0.01%	660
2022 Q2	$18.4K	Sell	817 -2	-0.2%	-$48	0.01%	702
2022 Q1	$20.5K	Hold	819	–	–	0.01%	704
2021 Q4	$22.2K	Buy	819 +6	+0.7%	+$154	0.01%	669
2021 Q3	$21.7K	Hold	813	–	–	0.01%	663
2021 Q2	$23.1K	Hold	813	–	–	0.01%	659
2021 Q1	$25.1K	Hold	813	–	–	0.01%	605
2020 Q4	$22K	Hold	813	–	–	0.01%	578
2020 Q3	$16.4K	Hold	813	–	–	0.01%	601
2020 Q2	$17.6K	Hold	813	–	–	0.01%	575
2020 Q1	$16.3K	Hold	813	–	–	0.01%	529
2019 Q4	$27.9K	Hold	813	–	–	0.01%	481
2019 Q3	$23.6K	Hold	813	–	–	0.01%	529
2019 Q2	$20.4K	Hold	813	–	–	0.01%	576
2019 Q1	$21.3K	Hold	813	–	–	0.01%	550
2018 Q4	$17.2K	Hold	813	–	–	0.01%	572
2018 Q3	$19K	Sell	813 -550	-40%	-$14.5K	0.01%	608
2018 Q2	$39.7K	Hold	1,363	–	–	0.03%	347
2018 Q1	$40.7K	Buy	1,363 +550	+68%	+$16.5K	0.03%	332
2017 Q4	$23.7K	Hold	813	–	–	0.02%	499
2017 Q3	$27.8K	Hold	813	–	–	0.02%	427
2017 Q2	$26.3K	Hold	813	–	–	0.02%	440
2017 Q1	$25.9K	Hold	813	–	–	0.02%	421
2016 Q4	$24.8K	Hold	813	–	–	0.02%	432
2016 Q3	$20.3K	Hold	813	–	–	0.02%	456
2016 Q2	$17.2K	Sell	813 -438	-35%	-$9.15K	0.02%	485
2016 Q1	$28.8K	Buy	+1,251	New	+$26.4K	0.03%	344

Other funds holding BHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's BHE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Benchmark Electronics (BHE) in Q1 2023, closing a stake of 817 shares — an estimated $21.8K sold.

Sutton Wealth Advisors first reported a position in BHE in Q1 2016 and held it in 28 quarters. The position peaked at $40.7K in Q1 2018. 196 funds tracked by Wall St. Rank hold BHE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Benchmark Electronics position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 817 Benchmark Electronics shares in Q1 2023, an estimated $21.8K.
Sutton Wealth Advisors first reported a position in Benchmark Electronics in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Benchmark Electronics position peaked at $40.7K in Q1 2018.
196 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.