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Beaumont Financial Advisors’s HEICO Corp HEI Stock Holding History

Beaumont Financial 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
2024
Q3 		– Sell
-914
Closed -$204K – 365
2024
Q2 		$204K Sell
914
-206
-18% -$43.5K 0.02% 350
2024
Q1 		$214K Hold
1,120
– – 0.02% 340
2023
Q4 		$200K Buy
+1,120
New +$190K 0.02% 329

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Beaumont Financial Advisors's HEI Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of HEICO Corp (HEI) in Q3 2024, closing a stake of 914 shares — an estimated $204K sold.

Beaumont Financial Advisors first reported a position in HEI in Q4 2023 and held it in 3 quarters. The position peaked at $214K in Q1 2024. 584 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining HEICO Corp position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 914 HEICO Corp shares in Q3 2024, an estimated $204K.
  • Beaumont Financial Advisors first reported a position in HEICO Corp in Q4 2023 and held it in 3 quarters.
  • Beaumont Financial Advisors's HEICO Corp position peaked at $214K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.