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

Atlas Private 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
2021
Q2 		– Sell
-10
Closed -$1K – 218
2021
Q1 		$1K Hold
10
– – ﹤0.01% 377
2020
Q4 		$1K Hold
10
– – ﹤0.01% 356
2020
Q3 		$1K Hold
10
– – ﹤0.01% 379
2020
Q2 		$1K Hold
10
– – ﹤0.01% 434
2020
Q1 		$1K Hold
10
– – ﹤0.01% 429
2019
Q4 		$1K Buy
+10
New +$1.23K ﹤0.01% 448

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 Management's HEI Position: Q2 2021 in Review

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

Atlas Private Wealth Management first reported a position in HEI in Q4 2019 and held it in 6 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 Management reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 10 HEICO Corp shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in HEICO Corp in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management'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 Management's 13F filing for Q2 2021, filed 5 Aug 2021.