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Quotient Wealth Partners’s HEICO Corp HEI Stock Holding History

Quotient Wealth Partners’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
Q2 		– Sell
-1,423
Closed -$272K – 310
2024
Q1 		$272K Sell
1,423
-375
-21% -$69.6K 0.01% 248
2023
Q4 		$322K Buy
+1,798
New +$304K 0.01% 217

Other funds holding HEI

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Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quotient Wealth Partners's HEI Position: Q2 2024 in Review

Quotient Wealth Partners sold out of HEICO Corp (HEI) in Q2 2024, closing a stake of 1,423 shares — an estimated $272K sold.

Quotient Wealth Partners first reported a position in HEI in Q4 2023 and held it in 2 quarters. The position peaked at $322K in Q4 2023. 549 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Quotient Wealth Partners reported no remaining HEICO Corp position as of Q2 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,423 HEICO Corp shares in Q2 2024, an estimated $272K.
  • Quotient Wealth Partners first reported a position in HEICO Corp in Q4 2023 and held it in 2 quarters.
  • Quotient Wealth Partners's HEICO Corp position peaked at $322K in Q4 2023.
  • 549 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Quotient Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.