HWMA
HEI icon

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
BlackRock New York $5.7T 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 $60.7B 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return