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Capital Performance Advisors’s HEICO Corp HEI Stock Holding History

Capital Performance 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
Q4 		– Sell
-10
Closed -$2.62K – 1225
2024
Q3 		$2.62K Buy
+10
New +$2.42K ﹤0.01% 1431

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's HEI Position: Q4 2024 in Review

Capital Performance Advisors sold out of HEICO Corp (HEI) in Q4 2024, closing a stake of 10 shares — an estimated $2.62K sold.

Capital Performance Advisors first reported a position in HEI in Q3 2024 and held it in 1 quarter. The position peaked at $2.62K in Q3 2024. 606 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

  • Capital Performance Advisors reported no remaining HEICO Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 10 HEICO Corp shares in Q4 2024, an estimated $2.62K.
  • Capital Performance Advisors first reported a position in HEICO Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HEICO Corp position peaked at $2.62K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.