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HC Financial Advisors’s HEICO Corp HEI Stock Holding History

HC Financial Advisors’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
-42
Closed -$6K – 342
2022
Q1 		$6K Hold
42
– – ﹤0.01% 261
2021
Q4 		$6K Hold
42
– – ﹤0.01% 270
2021
Q3 		$6K Hold
42
– – ﹤0.01% 263
2021
Q2 		$6K Hold
42
– – ﹤0.01% 274
2021
Q1 		$5K Hold
42
– – ﹤0.01% 296
2020
Q4 		$6K Hold
42
– – ﹤0.01% 293
2020
Q3 		$4K Hold
42
– – ﹤0.01% 322
2020
Q2 		$4K Hold
42
– – ﹤0.01% 297
2020
Q1 		$3K Buy
+42
New +$4.59K ﹤0.01% 331

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HC Financial Advisors's HEI Position: Q2 2022 in Review

HC Financial Advisors sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 42 shares — an estimated $6K sold.

HC Financial Advisors first reported a position in HEI in Q1 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 418 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

  • HC Financial Advisors reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 42 HEICO Corp shares in Q2 2022, an estimated $6K.
  • HC Financial Advisors first reported a position in HEICO Corp in Q1 2020 and held it in 9 quarters.
  • HC Financial Advisors'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 HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.