FAG
HEI icon

Fortitude Advisory Group’s HEICO Corp HEI Stock Holding History

Fortitude Advisory Group’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
-41
Closed -$6K – 648
2022
Q1 		$6K Hold
41
– – ﹤0.01% 1131
2021
Q4 		$6K Buy
+41
New +$5.78K ﹤0.01% 1151

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

Fortitude Advisory Group's HEI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 41 shares — an estimated $6K sold.

Fortitude Advisory Group first reported a position in HEI in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 418 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 41 HEICO Corp shares in Q2 2022, an estimated $6K.
  • Fortitude Advisory Group first reported a position in HEICO Corp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's HEICO Corp position peaked at $6K in Q1 2022.
  • 418 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.