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CFM Wealth Partners’s HEICO Corp HEI Stock Holding History

CFM Wealth Partners’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
2022
Q2 		– Sell
-2,048
Closed -$314K – 171
2022
Q1 		$314K Hold
2,048
– – 0.08% 148
2021
Q4 		$293K Hold
2,048
– – 0.07% 149
2021
Q3 		$270K Hold
2,048
– – 0.07% 153
2021
Q2 		$286K Hold
2,048
– – 0.08% 137
2021
Q1 		$258K Sell
2,048
-161
-7% -$20.7K 0.08% 140
2020
Q4 		$292K Sell
2,209
-45
-2% -$5.49K 0.09% 118
2020
Q3 		$235K Hold
2,254
– – 0.09% 130
2020
Q2 		$224K Sell
2,254
-152
-6% -$14K 0.09% 136
2020
Q1 		$180K Buy
2,406
+229
+11% +$25K 0.08% 137
2019
Q4 		$264K Buy
+2,177
New +$268K 0.1% 128

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM Wealth Partners's HEI Position: Q2 2022 in Review

CFM Wealth Partners sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 2,048 shares — an estimated $314K sold.

CFM Wealth Partners first reported a position in HEI in Q4 2019 and held it in 10 quarters. The position peaked at $314K in Q1 2022. 418 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

  • CFM Wealth Partners reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 2,048 HEICO Corp shares in Q2 2022, an estimated $314K.
  • CFM Wealth Partners first reported a position in HEICO Corp in Q4 2019 and held it in 10 quarters.
  • CFM Wealth Partners's HEICO Corp position peaked at $314K in Q1 2022.
  • 418 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.