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Accurate Wealth Management’s HEICO Corp HEI Stock Holding History

Accurate 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
2023
Q1 		– Sell
-16
Closed -$2.52K – 742
2022
Q4 		$2.52K Buy
+16
New +$2.49K ﹤0.01% 1156

Other funds holding HEI

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accurate Wealth Management's HEI Position: Q1 2023 in Review

Accurate Wealth Management sold out of HEICO Corp (HEI) in Q1 2023, closing a stake of 16 shares — an estimated $2.52K sold.

Accurate Wealth Management first reported a position in HEI in Q4 2022 and held it in 1 quarter. The position peaked at $2.52K in Q4 2022. 458 funds tracked by Wall St. Rank hold HEI as of Q1 2023.

  • Accurate Wealth Management reported no remaining HEICO Corp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 16 HEICO Corp shares in Q1 2023, an estimated $2.52K.
  • Accurate Wealth Management first reported a position in HEICO Corp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's HEICO Corp position peaked at $2.52K in Q4 2022.
  • 458 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.