Claraphi Advisory Network’s HEICO Corp HEI Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-44	Closed	-$3K	–	664
2020 Q1	$3K	Buy	+44	New	+$4.81K	﹤0.01%	964
2019 Q4	–	Sell	-1,937	Closed	-$242K	–	278
2019 Q3	$242K	Sell	1,937 -1,018	-34%	-$139K	0.15%	159
2019 Q2	$395K	Sell	2,955 -15	-0.5%	-$1.67K	0.23%	111
2019 Q1	$282K	Sell	2,970 -76	-2%	-$6.63K	0.18%	150
2018 Q4	$236K	Sell	3,046 -52	-2%	-$4.34K	0.18%	152
2018 Q3	$287K	Buy	+3,098	New	+$255K	0.16%	179

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claraphi Advisory Network's HEI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of HEICO Corp (HEI) in Q2 2020, closing a stake of 44 shares — an estimated $3K sold.

Claraphi Advisory Network first reported a position in HEI in Q3 2018 and held it in 6 quarters. The position peaked at $395K in Q2 2019. 393 funds tracked by Wall St. Rank hold HEI as of Q2 2020.

Claraphi Advisory Network reported no remaining HEICO Corp position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 44 HEICO Corp shares in Q2 2020, an estimated $3K.
Claraphi Advisory Network first reported a position in HEICO Corp in Q3 2018 and held it in 6 quarters.
Claraphi Advisory Network's HEICO Corp position peaked at $395K in Q2 2019.
393 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.