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Wealthcare Capital Management’s Benchmark Electronics BHE Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-75
Closed -$2K – 143
2021
Q1 		$2K Buy
+75
New +$2.15K ﹤0.01% 539

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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
State Street
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ICOM
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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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Capital Management's BHE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Benchmark Electronics (BHE) in Q2 2021, closing a stake of 75 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in BHE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 184 funds tracked by Wall St. Rank hold BHE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Benchmark Electronics position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 75 Benchmark Electronics shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Benchmark Electronics in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Benchmark Electronics position peaked at $2K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.