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Greenwich Wealth Management’s HEICO Corp HEI Stock Holding History

Greenwich 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
2022
Q4 		– Sell
-1,513
Closed -$218K – 242
2022
Q3 		$218K Buy
+1,513
New +$227K 0.02% 207

Other funds holding HEI

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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 $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Greenwich Wealth Management's HEI Position: Q4 2022 in Review

Greenwich Wealth Management sold out of HEICO Corp (HEI) in Q4 2022, closing a stake of 1,513 shares — an estimated $218K sold.

Greenwich Wealth Management first reported a position in HEI in Q3 2022 and held it in 1 quarter. The position peaked at $218K in Q3 2022. 449 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

  • Greenwich Wealth Management reported no remaining HEICO Corp position as of Q4 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 1,513 HEICO Corp shares in Q4 2022, an estimated $218K.
  • Greenwich Wealth Management first reported a position in HEICO Corp in Q3 2022 and held it in 1 quarter.
  • Greenwich Wealth Management's HEICO Corp position peaked at $218K in Q3 2022.
  • 449 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Greenwich Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.