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Abound Wealth Management’s HEICO Corp HEI Stock Holding History

Abound Wealth Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$192 – 1232
2024
Q1 		$192 Hold
1
– – ﹤0.01% 1241
2023
Q4 		$180 Hold
1
– – ﹤0.01% 1273
2023
Q3 		$163 Hold
1
– – ﹤0.01% 1125
2023
Q2 		$177 Buy
+1
New +$169 ﹤0.01% 1163

Other funds holding HEI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's HEI Position: Q2 2024 in Review

Abound Wealth Management sold out of HEICO Corp (HEI) in Q2 2024, closing a stake of 1 share — an estimated $192 sold.

Abound Wealth Management first reported a position in HEI in Q2 2023 and held it in 4 quarters. The position peaked at $192 in Q1 2024. 550 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Abound Wealth Management reported no remaining HEICO Corp position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 HEICO Corp share in Q2 2024, an estimated $192.
  • Abound Wealth Management first reported a position in HEICO Corp in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's HEICO Corp position peaked at $192 in Q1 2024.
  • 550 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.