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Coppell Advisory Solutions’s HEICO Corp HEI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-13
Closed -$3.12K – 979
2024
Q4 		$3.12K Hold
13
– – ﹤0.01% 1447
2024
Q3 		$3.37K Hold
13
– – ﹤0.01% 1345
2024
Q2 		$2.91K Buy
+13
New +$2.75K ﹤0.01% 1313

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coppell Advisory Solutions's HEI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 13 shares — an estimated $3.12K sold.

Coppell Advisory Solutions first reported a position in HEI in Q2 2024 and held it in 3 quarters. The position peaked at $3.37K in Q3 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 13 HEICO Corp shares in Q1 2025, an estimated $3.12K.
  • Coppell Advisory Solutions first reported a position in HEICO Corp in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's HEICO Corp position peaked at $3.37K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.