BRWA
HEI icon

B. Riley Wealth Advisors’s HEICO Corp HEI Stock Holding History

B. Riley 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
-2,751
Closed -$346K – 1405
2021
Q1 		$346K Buy
+2,751
New +$353K 0.01% 919
2019
Q4 		– Sell
-3,318
Closed -$415K – 871
2019
Q3 		$415K Sell
3,318
-79
-2% -$10.8K 0.04% 464
2019
Q2 		$455K Sell
3,397
-96
-3% -$10.7K 0.05% 412
2019
Q1 		$332K Sell
3,493
-1,918
-35% -$167K 0.04% 457
2018
Q4 		$420K Buy
5,411
+381
+8% +$31.8K 0.06% 349
2018
Q3 		$466K Sell
5,030
-503
-9% -$41.3K 0.06% 366
2018
Q2 		$404K Buy
+5,533
New +$402K 0.05% 386
2015
Q1 		– Sell
-437
Closed -$11 – 1169
2014
Q4 		$11 Buy
+437
New +$9.45K ﹤0.01% 2814

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $427B AUM 29.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

B. Riley Wealth Advisors's HEI Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 2,751 shares — an estimated $346K sold.

B. Riley Wealth Advisors first reported a position in HEI in Q4 2014 and held it in 8 quarters. The position peaked at $466K in Q3 2018. 423 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,751 HEICO Corp shares in Q2 2021, an estimated $346K.
  • B. Riley Wealth Advisors first reported a position in HEICO Corp in Q4 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's HEICO Corp position peaked at $466K in Q3 2018.
  • 423 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.