Avantax Advisory Services’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
Other funds holding HEI
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Avantax Advisory Services's HEI Position: Q2 2025 in Review
Avantax Advisory Services reduced its HEICO Corp (HEI) stake by 0.43% in Q2 2025, selling an estimated $11.3K and leaving 9,578 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #604.
Avantax Advisory Services first reported a position in HEI in Q4 2023 and has held it in 7 quarters since. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.
- Avantax Advisory Services held 9,578 shares of HEICO Corp worth $3.14M as of Q2 2025.
- Avantax Advisory Services sold 41 HEICO Corp shares in Q2 2025, an estimated $11.3K.
- HEICO Corp made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #604 holding.
- Avantax Advisory Services first reported a position in HEICO Corp in Q4 2023 and has held it in 7 quarters since.
- 706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.