Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s HEICO Corp HEI Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-28
Closed -$4.53K – 223
2023
Q3 		$4.53K Buy
+28
New +$4.75K ﹤0.01% 395

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RP
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Legacy Financial Group (Iowa)'s HEI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of HEICO Corp (HEI) in Q4 2023, closing a stake of 28 shares — an estimated $4.53K sold.

Legacy Financial Group (Iowa) first reported a position in HEI in Q3 2023 and held it in 1 quarter. The position peaked at $4.53K in Q3 2023. 497 funds tracked by Wall St. Rank hold HEI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining HEICO Corp position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 28 HEICO Corp shares in Q4 2023, an estimated $4.53K.
  • Legacy Financial Group (Iowa) first reported a position in HEICO Corp in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s HEICO Corp position peaked at $4.53K in Q3 2023.
  • 497 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.