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Blue Chip Wealth Management’s HEICO Corp HEI Stock Holding History

Blue Chip 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
2020
Q1 		– Sell
-2,115
Closed -$241K – 96
2019
Q4 		$241K Hold
2,115
– – 0.22% 92
2019
Q3 		$264K Buy
2,115
+161
+8% +$22K 0.28% 81
2019
Q2 		$261K Buy
+1,954
New +$217K 0.28% 81

Other funds holding HEI

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Chip Wealth Management's HEI Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 2,115 shares — an estimated $241K sold.

Blue Chip Wealth Management first reported a position in HEI in Q2 2019 and held it in 3 quarters. The position peaked at $264K in Q3 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Blue Chip Wealth Management reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Blue Chip Wealth Management sold 2,115 HEICO Corp shares in Q1 2020, an estimated $241K.
  • Blue Chip Wealth Management first reported a position in HEICO Corp in Q2 2019 and held it in 3 quarters.
  • Blue Chip Wealth Management's HEICO Corp position peaked at $264K in Q3 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.