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Personal CFO Solutions’s HEICO Corp HEI Stock Holding History

Personal CFO Solutions’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
2023
Q4 		– Sell
-1,284
Closed -$208K – 529
2023
Q3 		$208K Sell
1,284
-150
-10% -$25.5K 0.04% 428
2023
Q2 		$254K Buy
1,434
+48
+3% +$8.09K 0.05% 375
2023
Q1 		$237K Buy
1,386
+54
+4% +$9.09K 0.05% 390
2022
Q4 		$205K Buy
+1,332
New +$207K 0.04% 418
2022
Q2 		– Sell
-1,445
Closed -$222K – 462
2022
Q1 		$222K Buy
1,445
+7
+0.5% +$1.02K 0.04% 416
2021
Q4 		$207K Buy
+1,438
New +$203K 0.04% 432

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's HEI Position: Q4 2023 in Review

Personal CFO Solutions sold out of HEICO Corp (HEI) in Q4 2023, closing a stake of 1,284 shares — an estimated $208K sold.

Personal CFO Solutions first reported a position in HEI in Q4 2021 and held it in 6 quarters. The position peaked at $254K in Q2 2023. 498 funds tracked by Wall St. Rank hold HEI as of Q4 2023.

  • Personal CFO Solutions reported no remaining HEICO Corp position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 1,284 HEICO Corp shares in Q4 2023, an estimated $208K.
  • Personal CFO Solutions first reported a position in HEICO Corp in Q4 2021 and held it in 6 quarters.
  • Personal CFO Solutions's HEICO Corp position peaked at $254K in Q2 2023.
  • 498 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.