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Patriot Financial Group Insurance Agency’s HEICO Corp HEI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-3
Closed – – 1045
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2081
2022
Q1 		$0 Buy
+3
New +$435 ﹤0.01% 2130
2020
Q2 		– Sell
-100
Closed -$7K – 1727
2020
Q1 		$7K Buy
+100
New +$10.9K ﹤0.01% 972

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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 $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HEI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of HEICO Corp (HEI) in Q3 2022, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in HEI in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 440 funds tracked by Wall St. Rank hold HEI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining HEICO Corp position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 HEICO Corp shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in HEICO Corp in Q1 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's HEICO Corp position peaked at $7K in Q1 2020.
  • 440 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.