Avantax Planning Partners
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Avantax Planning Partners’s H&E Equipment Services HEES Stock Holding History

Avantax Planning Partners’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,737
Closed -$240K – 480
2024
Q1 		$240K Sell
3,737
-537
-13% -$29.4K 0.01% 409
2023
Q4 		$224K Buy
+4,274
New +$193K 0.01% 342
2022
Q2 		– Sell
-5,770
Closed -$251K – 356
2022
Q1 		$251K Hold
5,770
– – 0.01% 309
2021
Q4 		$255K Hold
5,770
– – 0.01% 302
2021
Q3 		$200K Buy
+5,770
New +$191K 0.01% 324

Other funds holding HEES

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's HEES Position: Q2 2024 in Review

Avantax Planning Partners sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 3,737 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in HEES in Q3 2021 and held it in 5 quarters. The position peaked at $255K in Q4 2021. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Avantax Planning Partners reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 3,737 H&E Equipment Services shares in Q2 2024, an estimated $240K.
  • Avantax Planning Partners first reported a position in H&E Equipment Services in Q3 2021 and held it in 5 quarters.
  • Avantax Planning Partners's H&E Equipment Services position peaked at $255K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.