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Cetera Advisors’s HEICO Corp HEI Stock Holding History

Cetera 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
Q1 		$1.12M Buy
5,859
+1,489
+34% +$276K 0.01% 1108
2023
Q4 		$782K Buy
4,370
+517
+13% +$87.5K 0.01% 882
2023
Q3 		$624K Buy
3,853
+129
+3% +$21.9K 0.01% 940
2023
Q2 		$659K Sell
3,724
-326
-8% -$54.9K 0.01% 912
2023
Q1 		$693K Sell
4,050
-110
-3% -$18.5K 0.01% 855
2022
Q4 		$639K Buy
+4,160
New +$648K 0.01% 856
2022
Q3 		– Sell
-1,584
Closed -$208K – 1396
2022
Q2 		$208K Buy
1,584
+2
+0.1% +$282 ﹤0.01% 1221
2022
Q1 		$243K Buy
1,582
+137
+9% +$19.9K ﹤0.01% 1207
2021
Q4 		$208K Buy
+1,445
New +$204K ﹤0.01% 1301
2020
Q1 		– Sell
-2,450
Closed -$282K – 876
2019
Q4 		$282K Buy
+2,450
New +$302K 0.01% 737

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