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Atlas Private Wealth Advisors’s HEICO Corp HEI Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q2 		– Sell
-10
Closed -$1K – 845
2021
Q1 		$1K Buy
10
+2
+25% +$257 ﹤0.01% 811
2020
Q4 		$1K Buy
+8
New +$976 ﹤0.01% 715

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atlas Private Wealth Advisors's HEI Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in HEI in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 424 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 10 HEICO Corp shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in HEICO Corp in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's HEICO Corp position peaked at $1K in Q1 2021.
  • 424 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.