Clarus Wealth Advisors’s HEICO Corp HEI Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-125	Closed	-$17K	–	314
2019 Q2	$17K	Buy	+125	New	+$13.9K	0.01%	382

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Clarus Wealth Advisors's HEI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of HEICO Corp (HEI) in Q3 2019, closing a stake of 125 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in HEI in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 429 funds tracked by Wall St. Rank hold HEI as of Q3 2019.

Clarus Wealth Advisors reported no remaining HEICO Corp position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 125 HEICO Corp shares in Q3 2019, an estimated $17K.
Clarus Wealth Advisors first reported a position in HEICO Corp in Q2 2019 and held it in 1 quarter.
Clarus Wealth Advisors's HEICO Corp position peaked at $17K in Q2 2019.
429 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.