Financial Architects (New Jersey)’s HEICO Corp HEI Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-52	Closed	-$5K	–	466
2020 Q2	$5K	Hold	52	–	–	﹤0.01%	718
2020 Q1	$4K	Sell	52 -26	-33%	-$2.84K	﹤0.01%	726
2019 Q4	$9K	Hold	78	–	–	﹤0.01%	688
2019 Q3	$10K	Buy	78 +52	+200%	+$7.11K	﹤0.01%	726
2019 Q2	$3K	Sell	26 -1,569	-98%	-$175K	﹤0.01%	1053
2019 Q1	$151K	Sell	1,595 -76	-5%	-$6.63K	0.03%	363
2018 Q4	$129K	Sell	1,671 -16	-0.9%	-$1.33K	0.02%	349
2018 Q3	$156K	Hold	1,687	–	–	0.03%	359
2018 Q2	$123K	Buy	+1,687	New	+$123K	0.02%	373

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

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

ACM

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Financial Architects (New Jersey)'s HEI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of HEICO Corp (HEI) in Q3 2020, closing a stake of 52 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in HEI in Q2 2018 and held it in 9 quarters. The position peaked at $156K in Q3 2018. 396 funds tracked by Wall St. Rank hold HEI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining HEICO Corp position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 52 HEICO Corp shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in HEICO Corp in Q2 2018 and held it in 9 quarters.
Financial Architects (New Jersey)'s HEICO Corp position peaked at $156K in Q3 2018.
396 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.