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IBEX Wealth Advisors’s HEICO Corp HEI Stock Holding History

IBEX Wealth 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
2025
Q1 		– Sell
-20,057
Closed -$4.77M – 160
2024
Q4 		$4.77M Sell
20,057
-2,024
-9% -$524K 0.56% 58
2024
Q3 		$6.14M Buy
22,081
+5,871
+36% +$1.42M 1.68% 19
2024
Q2 		$3.62M Buy
+16,210
New +$3.42M 0.57% 56

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's HEI Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 20,057 shares — an estimated $4.77M sold.

IBEX Wealth Advisors first reported a position in HEI in Q2 2024 and held it in 3 quarters. The position peaked at $6.14M in Q3 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 20,057 HEICO Corp shares in Q1 2025, an estimated $4.77M.
  • IBEX Wealth Advisors first reported a position in HEICO Corp in Q2 2024 and held it in 3 quarters.
  • IBEX Wealth Advisors's HEICO Corp position peaked at $6.14M in Q3 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.