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Pacific Capital Wealth Advisors’s HEICO Corp HEI Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-18
Closed -$4.03K – 542
2024
Q2 		$4.03K Buy
+18
New +$3.8K ﹤0.01% 403

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's HEI Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of HEICO Corp (HEI) in Q3 2024, closing a stake of 18 shares — an estimated $4.03K sold.

Pacific Capital Wealth Advisors first reported a position in HEI in Q2 2024 and held it in 1 quarter. The position peaked at $4.03K in Q2 2024. 584 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining HEICO Corp position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 18 HEICO Corp shares in Q3 2024, an estimated $4.03K.
  • Pacific Capital Wealth Advisors first reported a position in HEICO Corp in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's HEICO Corp position peaked at $4.03K in Q2 2024.
  • 584 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.