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Paces Ferry Wealth Advisors’s HEICO Corp HEI Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-515
Closed -$54K – 544
2020
Q3 		$54K Buy
+515
New +$53.2K 0.05% 219

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RP
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CS
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Paces Ferry Wealth Advisors's HEI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of HEICO Corp (HEI) in Q4 2020, closing a stake of 515 shares — an estimated $54K sold.

Paces Ferry Wealth Advisors first reported a position in HEI in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 420 funds tracked by Wall St. Rank hold HEI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining HEICO Corp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 515 HEICO Corp shares in Q4 2020, an estimated $54K.
  • Paces Ferry Wealth Advisors first reported a position in HEICO Corp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's HEICO Corp position peaked at $54K in Q3 2020.
  • 420 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.