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Global Wealth Management Investment Advisory’s HEICO Corp HEI Stock Holding History

Global Wealth Management Investment Advisory’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
-5,615
Closed -$560K – 513
2020
Q2 		$560K Hold
5,615
– – 0.24% 82
2020
Q1 		$419K Hold
5,615
– – 0.21% 80
2019
Q4 		$641K Hold
5,615
– – 0.27% 79
2019
Q3 		$701K Hold
5,615
– – 0.32% 74
2019
Q2 		$751K Buy
5,615
+732
+15% +$81.4K 0.36% 73
2019
Q1 		$463K Hold
4,883
– – 0.24% 83
2018
Q4 		$378K Buy
+4,883
New +$407K 0.22% 95

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Global Wealth Management Investment Advisory's HEI Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of HEICO Corp (HEI) in Q3 2020, closing a stake of 5,615 shares — an estimated $560K sold.

Global Wealth Management Investment Advisory first reported a position in HEI in Q4 2018 and held it in 7 quarters. The position peaked at $751K in Q2 2019. 397 funds tracked by Wall St. Rank hold HEI as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining HEICO Corp position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 5,615 HEICO Corp shares in Q3 2020, an estimated $560K.
  • Global Wealth Management Investment Advisory first reported a position in HEICO Corp in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's HEICO Corp position peaked at $751K in Q2 2019.
  • 397 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.