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National Wealth Management Group’s HEICO Corp HEI Stock Holding History

National Wealth Management Group’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
2024
Q1 		– Sell
-2,197
Closed -$393K – 143
2023
Q4 		$393K Buy
+2,197
New +$372K 0.38% 81

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's HEI Position: Q1 2024 in Review

National Wealth Management Group sold out of HEICO Corp (HEI) in Q1 2024, closing a stake of 2,197 shares — an estimated $393K sold.

National Wealth Management Group first reported a position in HEI in Q4 2023 and held it in 1 quarter. The position peaked at $393K in Q4 2023. 518 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

  • National Wealth Management Group reported no remaining HEICO Corp position as of Q1 2024 after selling out during the quarter.
  • National Wealth Management Group sold 2,197 HEICO Corp shares in Q1 2024, an estimated $393K.
  • National Wealth Management Group first reported a position in HEICO Corp in Q4 2023 and held it in 1 quarter.
  • National Wealth Management Group's HEICO Corp position peaked at $393K in Q4 2023.
  • 518 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.