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BMS Financial Advisors’s HEICO Corp HEI Stock Holding History

BMS 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
2023
Q2 		$325K Buy
+2,221
New +$374K 0.21% 89
2022
Q2 		– Sell
-3,245
Closed -$426K – 103
2022
Q1 		$426K Buy
+3,245
New +$471K 0.27% 79

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMS Financial Advisors's HEI Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in HEICO Corp (HEI) in Q2 2023: 2,221 shares worth $325K. The stake represents 0.21% of the portfolio and ranks #89 among its holdings. This is a return to the name: BMS Financial Advisors previously reported a position in HEI as recently as Q1 2022.

BMS Financial Advisors first reported a position in HEI in Q1 2022 and has held it in 2 quarters since. The position peaked at $426K in Q1 2022. 474 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

  • BMS Financial Advisors held 2,221 shares of HEICO Corp worth $325K as of Q2 2023.
  • HEICO Corp was a new BMS Financial Advisors position in Q2 2023.
  • HEICO Corp made up 0.21% of BMS Financial Advisors's portfolio in Q2 2023, its #89 holding.
  • BMS Financial Advisors first reported a position in HEICO Corp in Q1 2022 and has held it in 2 quarters since.
  • BMS Financial Advisors's HEICO Corp position peaked at $426K in Q1 2022.
  • 474 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.