Heritage Wealth Management (Arizona)’s HEICO Corp HEI Stock Holding History

Heritage Wealth Management (Arizona)’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	$889K	Buy	5,784 +2,946	+104%	+$459K	0.13%	124
2022 Q3	$409K	Sell	2,838 -47	-2%	-$7.05K	0.13%	115
2022 Q2	$378K	Buy	2,885 +83	+3%	+$11.7K	0.13%	123
2022 Q1	$430K	Buy	+2,802	New	+$407K	0.12%	140
2021 Q3	$371K	Sell	2,814 -157	-5%	-$20.7K	0.13%	122
2021 Q2	$414K	Sell	2,971 -26	-0.9%	-$3.59K	0.16%	112
2021 Q1	$372K	Buy	+2,997	New	+$385K	0.21%	87

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s HEI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its HEICO Corp (HEI) stake by 104% in Q4 2022, buying an estimated $459K and bringing the position to 5,784 shares worth $889K. The position accounts for 0.13% of the portfolio, ranked #124.

Heritage Wealth Management (Arizona) first reported a position in HEI in Q1 2021 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,784 shares of HEICO Corp worth $889K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,946 HEICO Corp shares in Q4 2022, an estimated $459K.
HEICO Corp made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #124 holding.
Heritage Wealth Management (Arizona) first reported a position in HEICO Corp in Q1 2021 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.