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Darwin Wealth Management’s HEICO Corp HEI Stock Holding History

Darwin Wealth Management’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
-202
Closed -$14K – 402
2020
Q1 		$14K Buy
+202
New +$22.1K ﹤0.01% 404

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RP
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Fisher Asset Management
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Darwin Wealth Management's HEI Position: Q2 2020 in Review

Darwin Wealth Management sold out of HEICO Corp (HEI) in Q2 2020, closing a stake of 202 shares — an estimated $14K sold.

Darwin Wealth Management first reported a position in HEI in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 393 funds tracked by Wall St. Rank hold HEI as of Q2 2020.

  • Darwin Wealth Management reported no remaining HEICO Corp position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 202 HEICO Corp shares in Q2 2020, an estimated $14K.
  • Darwin Wealth Management first reported a position in HEICO Corp in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's HEICO Corp position peaked at $14K in Q1 2020.
  • 393 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.