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Liberty Wealth Management’s HEICO Corp HEI Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-196
Closed -$28K – 562
2021
Q3 		$28K Buy
196
+156
+390% +$20.5K 0.01% 565
2021
Q2 		$6K Buy
40
+13
+48% +$1.79K ﹤0.01% 756
2021
Q1 		$3K Hold
27
– – ﹤0.01% 774
2020
Q4 		$3K Hold
27
– – ﹤0.01% 770
2020
Q3 		$3K Buy
+27
New +$2.79K ﹤0.01% 709

Other funds holding HEI

BlackRock
BlackRock New York $5.72T 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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Liberty Wealth Management's HEI Position: Q4 2021 in Review

Liberty Wealth Management sold out of HEICO Corp (HEI) in Q4 2021, closing a stake of 196 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in HEI in Q3 2020 and held it in 5 quarters. The position peaked at $28K in Q3 2021. 414 funds tracked by Wall St. Rank hold HEI as of Q4 2021.

  • Liberty Wealth Management reported no remaining HEICO Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 196 HEICO Corp shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in HEICO Corp in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's HEICO Corp position peaked at $28K in Q3 2021.
  • 414 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.