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Johanson Financial Advisors’s HEICO Corp HEI Stock Holding History

Johanson 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
2020
Q1 		– Sell
-250
Closed -$28.6K – 151
2019
Q4 		$28.6K Buy
+250
New +$30.8K 0.01% 196

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Select Equity Group
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RP
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Geode Capital Management
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Johanson Financial Advisors's HEI Position: Q1 2020 in Review

Johanson Financial Advisors sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 250 shares — an estimated $28.6K sold.

Johanson Financial Advisors first reported a position in HEI in Q4 2019 and held it in 1 quarter. The position peaked at $28.6K in Q4 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Johanson Financial Advisors reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 250 HEICO Corp shares in Q1 2020, an estimated $28.6K.
  • Johanson Financial Advisors first reported a position in HEICO Corp in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's HEICO Corp position peaked at $28.6K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.