TCI Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

TCI 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 Q2	–	Sell	-24	Closed	-$569	–	442
2023 Q1	$569	Hold	24	–	–	﹤0.01%	2198
2022 Q4	$641	Hold	24	–	–	﹤0.01%	2180
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	2039
2022 Q2	$1K	Sell	24 -176	-88%	-$4.25K	﹤0.01%	2094
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	1501
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	1625
2021 Q3	$5K	Buy	200 +176	+733%	+$4.67K	﹤0.01%	1551
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	2178
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	2029
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1338
2020 Q3	$0	Buy	+24	New	+$488	﹤0.01%	1533
2020 Q2	–	Sell	-16	Closed	–	–	1465
2020 Q1	$0	Hold	16	–	–	﹤0.01%	1484
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	1289
2019 Q3	$0	Hold	16	–	–	﹤0.01%	1499
2019 Q2	$0	Hold	16	–	–	﹤0.01%	1422
2019 Q1	$0	Hold	16	–	–	﹤0.01%	1412
2018 Q4	$0	Hold	16	–	–	﹤0.01%	1453
2018 Q3	$0	Buy	+16	New	+$422	﹤0.01%	1467
2016 Q2	–	Sell	-32	Closed	-$1K	–	1300
2016 Q1	$1K	Buy	+32	New	+$676	﹤0.01%	1051

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

TCI Wealth Advisors's BHE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Benchmark Electronics (BHE) in Q2 2023, closing a stake of 24 shares — an estimated $569 sold.

TCI Wealth Advisors first reported a position in BHE in Q1 2016 and held it in 19 quarters. The position peaked at $5K in Q1 2022. 193 funds tracked by Wall St. Rank hold BHE as of Q2 2023.

TCI Wealth Advisors reported no remaining Benchmark Electronics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 24 Benchmark Electronics shares in Q2 2023, an estimated $569.
TCI Wealth Advisors first reported a position in Benchmark Electronics in Q1 2016 and held it in 19 quarters.
TCI Wealth Advisors's Benchmark Electronics position peaked at $5K in Q1 2022.
193 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.