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Concord Wealth Partners’s HEICO Corp HEI Stock Holding History

Concord 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
-7
Closed -$1K – 1288
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1205
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1223
2021
Q3 		$1K Hold
7
– – ﹤0.01% 835
2021
Q2 		$1K Buy
+7
New +$966 ﹤0.01% 972

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American Century Companies
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State Street
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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

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

Concord Wealth Partners sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in HEI in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 418 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

  • Concord Wealth Partners reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 7 HEICO Corp shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in HEICO Corp in Q2 2021 and held it in 4 quarters.
  • Concord Wealth Partners's HEICO Corp position peaked at $1K in Q1 2022.
  • 418 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.